Foro de Rava Bursátil

el tabano escribió:Abajo de 5u$

resero escribió:$8-? no le parece demasiado? podria explicar porque la ve tan abajo, me va a dejar preocupado todo el fin de semana largo.

Tanque escribió:
Uh ,
yo tengo Pesa tabano .
Que va a pasar ?

el tabano escribió:El lunes sólo eeuu , seguro se desquitan de lo que les hicieron ayer y en Pesa ni hablar jaa

Tanque escribió:Una pena que no haya cerrado el gap Luis en 16,4
Las últimas 3 velas semanales quedaron bárbaras

Celes escribió:De MS...

Approval of major development project could be a catalyst for the bull case. We increase our PT from US$20 to US$25 (+40% return) based on a reduction of discount to NAV (~50% to ~40%), driven by: 1) increasing demand for residential and commercial real estate; 2) a prospective increase in capital availability for real estate through a tax amnesty program; 3) government initiatives to spur investment. We do not know if IRSA will get building permits for the 70 ha Solares de Santa Maria land plot in Buenos Aires, its most important landholding; however, it could be transformational and likely worth far more than the market thinks. Permitting would add US$13/share to IRS landbank as we think Solares could be worth ~US$750 mm; this full value is realized in our bull case and largely drives the positive RR skew.

Binary outcome: Permitting the unique land plot would add value, but it may not happen. The local government of Buenos Aires is evaluating a large urban development plan that could significantly change the city and spark one of the largest urban development projects in a major LatAm city in years over the next decade. This bears resemblances to what happened in several Eastern European cities in the early 1990s. As a part of this plan, a proposal has been put forward to permit development of Solares, a 70 ha piece of land owned by IRSA for ~20 years. This is not a sure thing, and the government could still focus more on land sales as part of the urban plan; however, while our base case remains "no permit," we think the probability of our bull case scenario has increased.

Celes escribió:De MS...

Approval of major development project could be a catalyst for the bull case. We increase our PT from US$20 to US$25 (+40% return) based on a reduction of discount to NAV (~50% to ~40%), driven by: 1) increasing demand for residential and commercial real estate; 2) a prospective increase in capital availability for real estate through a tax amnesty program; 3) government initiatives to spur investment. We do not know if IRSA will get building permits for the 70 ha Solares de Santa Maria land plot in Buenos Aires, its most important landholding; however, it could be transformational and likely worth far more than the market thinks. Permitting would add US$13/share to IRS landbank as we think Solares could be worth ~US$750 mm; this full value is realized in our bull case and largely drives the positive RR skew.

Binary outcome: Permitting the unique land plot would add value, but it may not happen. The local government of Buenos Aires is evaluating a large urban development plan that could significantly change the city and spark one of the largest urban development projects in a major LatAm city in years over the next decade. This bears resemblances to what happened in several Eastern European cities in the early 1990s. As a part of this plan, a proposal has been put forward to permit development of Solares, a 70 ha piece of land owned by IRSA for ~20 years. This is not a sure thing, and the government could still focus more on land sales as part of the urban plan; however, while our base case remains "no permit," we think the probability of our bull case scenario has increased.

elpipa escribió:Debe descansar e ir debajo de los U$S 16

Máximo escribió:Sí, en rigor, una depreciación del tipo de cambio la beneficia, sus activos e ingresos están ligados al dólar, incluso el alquiler de locales en shoppings y oficinas comerciales, como bien señaló Celes. Además EE confirmó en el ID que la relación deuda/activos reales (ambos mayormente en dólares) es aproximadamente 1:5, ergo, si sube el dólar es más lo que gana que lo que pierde. Pero como también dijo EE en el ID: "si sube el dólar los EECC van a sufrir el castigo". Y el mercado mira mucho el último renglón del estado de resultados, es el número que luego reproducen todas las páginas, los diarios, los periodistas "especializados", etc.

Nadie escribió:Está cerrando USA, parece que ahora Cres e Irsa seguirán el camino de ayer..