El «Contado con liqui» pegó duro

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Se escapan las acciones gasíferas

Por Héctor Tavares. Publicado en IECO-Clarín

La fuerte baja del “contado con liqui” conspiró en el precio de las acciones locales que cotizan en el exterior. Esto tiene una contrapartida generalizada ya que al cambiar los precios relativos de las cotizantes, el mercado rápidamente vuelve a poner las cosas en su lugar. La caída del dólar se justificó, fundamentalmente, por la suba de las tasas de interés (en la Bolsa, cauciones), lo que hace que los “jugados en el aire” cancelen crédito aceleradamente a partir de la venta de papeles.

Las modificaciones tarifarias en gas repercuten decididamente en las cotizaciones del sector que recuperarían su ecuación económica-financiera, maltratada durante años. Algunas distribuidoras de menor mercado pueden recobrar protagonismo, tales como Camuzzi que en su último Ejercicio ganó 15.3 millones y que reestructuró su administración. Gas Cuyana que ganó 32 mill. con Capital de 202,3 millones; Gas Ban que vuelve con ganas ya que ganó 35millones con Capital de 325,5 millones. Otra que recuperará protagonismo el Semino quien presentó un buen Balance de 9 meses: ganó 16,1 millones (7,4 millones en 6 meses) con Capital de 106,7 millones.

HOLCIM ganó en el ejercicio 29.6 millones (pérdidas por 41.3 millones en 9 meses), luego de haber absorbido una multa por 100 millones. La empresa, controlada por la firma suiza, es una de las llamadas a crecer en la plaza local y no extrañaría que en un plazo no muy lejano cotice en el panel líder. Holcim se acaba de fusionar con la francesa Lafarge, creando la primera cementera mundial con una facturación de 32.000 millones de euros anuales. En la Argentina se propone seguir ganando mercado. A los actuales precios de sus acciones, no parece una inversión riesgosa.

Agrometal tuvo un resultado integral positivo de 34 millones con capital de 48 millones. Se está a la expectativa del resultado del concurso preventivo de su controlada brasileña en el que ofrece una quita del 40% y el resto en cuotas anuales.

Sigue sostenida la cotización de San Miguel. La decisión del Directorio de no otorgar dividendos en pos de mejorar la performance de la empresa, no repercutió negativamente entre sus tenedores. La buena noticia, que se conocería durante el corriente mes, es el levantamiento de la prohibición para la importación de limones argentinos por parte de Estados Unidos. Una vez que se anuncie, debería mejorar su cotización habida cuenta de su baja capitalización bursátil, menor a los 8 años de “price earning”. El dato pesa más que la menor cosecha de limones en la última temporada respecto a la inmediata anterior.

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