MAGICBOX escribió:Extracto de un informe que recibi hoy sobre el potencial del AY24..lindo GAp tiene
"We also consider that IF the next administration is able to fix the problem with the holdouts, performing asset prices will gap dramatically. In our view, the Bonar 2024s would most likely gap from the current $94 to $115 if there is an agreement. Our assumption is that the 10-year discount rate will probably rally to the 6.5% level with the initial announcement. Where should Argentina USD bonds trade ex-post an agreement with the Holdouts? We think that the fair value of Argentina’s risk ex-post a holdout agreement stands at 5.8-6% on the 10-year horizon (Bolivia trades at 5.15%, Ecuador at 10.85%, Paraguay at 4.35%). Argentina’s extreme deleveraging levels imply that the markets will have ample room to absorb new paper and to bid for existing one, even under an uncertain view on future structural reforms on the fiscal front. Then again, as argued before, we think that none of these things can happen unless the government reaches an agreement with the holdout community".
Casperink escribió: Interesante. Yo pienso lo mismo...en caso de un acuerdo con los Fondos todos lso Bonos en USD subirían mal al bajar el riesgo país.
para mi el ay24 es un bono único por donde se lo mire para finish..comprar dólares un poco mas arriba de 12 y recibir casi 10% de interés en dólares hasta el 2014 que mas decir, inicia amortización ya en 3 años ..pero como no sabemos que va a pasar y las posibilidades son muchas ocupar un espacio dentro de la cartera en dólares junto a la de pesos resulta saludable.
