12,223 views
00:00 Countdown 5:27 Introduction 6:50 Analysis of the current context in the local market 10:46 Bonds: Income and amortization 12:52 REPO 16:10 REPO: What do you have to take into account? 18:26 Bopreal 19:44 ON 23:30 Fundamental Analysis 25:27 Provincial bonds 30:47 AL30 or BA37? 32:53 Foreign exchange controls / BCRA reserves 43:27 Merval 43:48 BYMA 45:13 GGAL 46:36 Dollar bonds 47:33 The local market continues to rise 49:00 BYMA: CNV investigation? 54:12 LOMA 54:37 CEPU 55:08 IBIT 58:34 PEP vs KO 1:07:14 AT: KO, PEP 1:10:28 Next US holiday 1:11:00 Upcoming economic data 1:11:31 REPO closing: The Central Bank took USD 1,000 million from international banks to strengthen the Reserves at an annual rate of 8.8%. They were delivered as collateral to Bopreal in possession of the Government. Local market: Argentine stocks continue to rise, highlights: BBAR 15%, BMA 14%, SUPV 12.5% and TGNO4 12%. In this way, the Merval reaches new highs, minority investors should be cautious. BYMA: Last week it posted strong increases due to the availability of funds for $120 billion. It is not yet known whether these funds will be used for dividends. CEPU: Is it behind compared to the sector? If the company manages to consolidate its energy income, it could give it a chance. PEP or KO? Both companies have a history of more than 100 years. They are not equal companies, given that PEP produces 59% food and 41% non-alcoholic beverages. In terms of sales, PEP is almost twice as large as KO. Although the number of sales is not representative, PEP has a higher margin and, having a lower market capitalization, it has a higher return on investment. During the last year, PEP decreased 10% and KO increased 4%. English: Graphics: https://web.rava.com/wp-content/uploa... Monday to Friday 9.45 AM live on YouTube Soledad López / / solelopez_rava Eduardo Fernández / / eduardofernandez_rava Ayelén Romero / / ayelenromero_rava Alejandro Barbarotta / / alejandrobarbarotta_rava Fernando Staropoli / / fernandostaropolirava Leonel Buccolo / / leonelbuccolorava Agustín Turri / / agustinturrirava Milo Farro / / milofarrorava Follow us on instagram! / / ravabursatil Commercial WhatsApp (consultations and advice): https://wa.me/5491155270400 Telegram (news and alerts dissemination): https://t.me/ravabursatil Join our dissemination channel and receive all market alerts in real time: https://rava.com/difusion