Foro de Rava Bursátil

Pascua escribió:En serio creen que Moreno toma decisiones y Galuccio se entera despues?

mlv escribió:http://www.infobae.com/notas/705168-YPF ... ecios.html

Gaston89 escribió:Wrong Move: The Government Freezes Fuel Prices for Six Months
Our take is frankly negative. This decision overrides a rising trend of fuel prices approximating 20% annually in USD since 2008. The probability of safeguarding margins while inflation runs at 30.0% looks low.
The decision was taken by the Secretary of Commerce and published this morning, same body ruling on the freeze on supermarket prices that can be read as a “victory” of the political wing over YPF’s management that knows well that sustaining margins will depend on higher fuel prices.
Lower EBITDA is ought to impact investment and therefore production growth.
YPF like the rest of Argentine equities have sustained a nice trading rally since November’s lows, even when the stock is flattish YTD. The stock is close to our USD15.0 per ADS YE 13 target. We see the only reasonable trigger upwards would be a highly favorable outcome for Argentina at the US Court of Appeals triggering significant compression of sovereign spreads that we see unlikely.

jr1929 escribió: Atencion, por lo que interpreto, el "congelamiento" no necesariamente inmoviliza los precios de YPF, solo los limita a la diferencia entre sus actuales precios y los maximos de mercado.
Saludos

esteban74 escribió:YPF advirtió que igual podría subir los precios (Infobae)

http://www.infobae.com/notas/705168-YPF ... ecios.html

esteban74 escribió:YPF advirtió que igual podría subir los precios (Infobae)

http://www.infobae.com/notas/705168-YPF ... ecios.html