Re: YPFD Repsol YPF
Publicado: Mar Abr 17, 2012 12:40 am
Gaston89 escribió:Lo puse a modo informativo, para leer que dicen.. el objetivo es una guarangada y jamas se dan.
murddock escribió:Ahi Pichetto acaba de tirar una punta. "Seguramente el precio que paguemos x el 51% no supere el tercio de lo que pagamos por la importacion de combustible este año".
martin escribió: Exacto
Gaston89 escribió:Downgrading to Underperform on announced nationalization
Lowering Price Objective from US$33.00 to US$7.15/ADR
We are downgrading our rating on YPF from Neutral to Underperform and ourprice objective from US$33.00/ADR to US$7.15/ADR (from ArP165.00 toArP35.65 per share) on the back of the announced plan by the Argentinegovernment to take control of 51% of the shares of YPF. Of these shares, 51%would be held by the federal government and the remaining 49%, by theprovinces. Our new Price Objective is based on taking an 85% discount to thevalue we estimate for the company’s assets if managed for economic returns. Webelieve there is further downside risk under certain scenarios to our priceobjective. The price, according to press articles, would be set by a governmenttribunal.
http://www.zerohedge.com/news/bank-america-buries-ypf
alexis escribió: Segun esto, todavia puede perder casi el 70% del valor actual. Seria una masacre.
murddock escribió:Ahi Pichetto acaba de tirar una punta. "Seguramente el precio que paguemos x el 51% no supere el tercio de lo que pagamos por la importacion de combustible este año".
Gaston89 escribió:Downgrading to Underperform on announced nationalization
Lowering Price Objective from US$33.00 to US$7.15/ADR
We are downgrading our rating on YPF from Neutral to Underperform and ourprice objective from US$33.00/ADR to US$7.15/ADR (from ArP165.00 toArP35.65 per share) on the back of the announced plan by the Argentinegovernment to take control of 51% of the shares of YPF. Of these shares, 51%would be held by the federal government and the remaining 49%, by theprovinces. Our new Price Objective is based on taking an 85% discount to thevalue we estimate for the company’s assets if managed for economic returns. Webelieve there is further downside risk under certain scenarios to our priceobjective. The price, according to press articles, would be set by a governmenttribunal.
http://www.zerohedge.com/news/bank-america-buries-ypf