Foro de Rava Bursátil

Los grandes fondos de inversion leen estas noticias, bah, "noticias", esto lo saben desde el año pasado, y no ven la hora de que a argentina le suban la calificacion para poder entrar fuerte, cuando eso pase agarrense

Buen dia a todos!!

Pablo te lo pido por favor decilooo nene!! hoy dale alegria a mi corazon!
que suerte que tiene el foro , de contar con el cuarteto del saber (apolo, martin, pablo, jotabe) .SE viene el poster deplegable :110:

Si todas las noticias son como las de Gramercy en lugar de salir del default se pueden pòner una fruteria...

Noticias hay muchas, lo que mata es la realidad

apolo1102 escribió:http://www.roubini.com/latam-monitor/25 ... e_exchange

Este es el segmento que nos interesa:

Therefore, we believe that Argentina is on the cusp of an unprecedented expansion, and it makes the GDP warrants highly attractive. We expect the Argentine economy to grow more than 4.5% y/y in 2010. Hence, the warrants should resume payment in December 2011, with a disbursement of more than 3.48. Furthermore, we believe that the economy will accelerate to a growth rate of 5% in 2011, thus raising the payment to 4.11. With the GDP warrants hovering close to 8, investors will be able to recover most of their investment during the next two payments. More importantly, they will still be able recover another 34 cents. At this pace, investors should recoup the entire value of the warrants before the end of the decade. The surprising thing is that the warrants were never so cheap. A few years ago, they peaked at 16 cents. However, the payments at the time were a little more than 2 cents. Now, they are trading at 8, but the payments are almost twice high. If Argentina plays its cards right, a rush of capital inflows and a spike in grain prices could push GDP growth even higher and further boost the payout.

This is why the completion of the debt exchange will mark the start of a very interesting chapter of Argentine history.

TE LO RESUMO EN DOS PALABRAS: IM-PRESIONANTE, para nmi es la mejor descripcion, objetiva sobre lo barato que estan los UVP y su potencial de suba y cobro de facial restante...REPITO, IM PRESIONANTE
Gracias Cristian por esta data, no la tenia de Roubini...

Para los que tienen dudas con Opciones y necesitan calcular Tasa, Cobertura y VI, visiten:
http://www.portfoliofianciero.com.ar
Saludos

Como mandan fruta... Gramercy nunca tuvo juicios.... Y ademas es un fondo del Barclays..

Son los que armaron la oferta...

http://www.clarin.com/diario/2010/03/30 ... 169953.htm

Que facil que es engañar a la gente aca

Tenez razon Easy. A esas horas el bocho se qema un poco. :101:

Donde dije CAJA debio decir el Merval, que no es lo mismo.