juanpablomj escribió:https://twitter.com/iglejav84/status/954066612293906432
Segun un informe lanzado hoy por Ars Partner mirgor podria entrar como small cap en el msci...Adjutno parte importante del informe:
"Investable Market Index: The Investable Market Index, which is constituted by the companies included in the Standard Index plus the Small caps, would add the following names, according to our model (and if the reclassification was to take place today): 1) Arcos Dorados (ARCO, Not Rated); 2) ByMA (BYMA, Buy Rating); 3) Cresud (CRESY, Not Rated); 4) Transener (TRAN, Hold Rating); 5) IRSA (IRS, Not Rated); 6) Aluar; 7) Phoenix Global Resources (PGR, Not Rated);Holcim (JMIN, Not Rated); 9) Mirgor (MIRG, Not Rated); 10) Petrolera Pampa (PETR, Not Rated); 11) Distribuidora de Gas Cuyana (DGCU2, Not Rated); 12) Central Costanera (CECO2, Not Rated); and 13) Autopistas del Sol (AUSO, Not Rated). In addition, we found two other names that could be part of the index in May 2019 if they maintain current trading levels, which are Consultatio (CTIO, Not Rated) and Banco Hipotecario (BHIP, Not Rated). For more information please see Exhibit 4 and 5."
Esto es sorpresivo porque en la revision pasada no salia para nada... Diria que es "LA" sorpresa del informe, y si se llega a dar seria sumamente positivo porque no creo q los fondos tengan posicion por aca todavia
a la merrrda...de ser asi la demanda adicional que puede haber (con razon pagan tanto ahora) puede ser muy importante. Gracias JP
