apolo1102 escribió:Tengo, recien salidito del horno, informe del J.P. Morgan sobre cupones....
Argentina Strategy Update
GDP Warrants still offer value despite the decoupling
from US equities
The certifying analyst(s) is indicated by the notation “AC.” See last page of the
report for analyst certification and important legal and regulatory disclosures.
Our updated model valuations suggest a USD warrant fair value of US$27
and expected final payment for 2018. The net present value of the next payment
($4.41), implying a P/E of 3.8, gives a cheap optionality on future growth of
Argentina.
Supongo que esos 27 serian pre corte.
Proyectan + o - un 60% de aumento sobre el precio actual.
Lo veo demasiado optimista.
