HOY DEBERIA SER UN BUEN DIA

 

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Como veníamos anticipando, se confirma la recuperación de la industria y el fuerte crecimiento de la construcción. A días de las PASO, comienzan a verse algunos brotes verdes. Los resultados incluso serían mejores si el INDEC podría dar números desestacionalizados. Todavía no se puede porque faltan observaciones necesarias para desestacionalizar, habida cuenta del “apagón estadístico” que se produjo en la gestión Moreno.

28 comentarios

  1. Reich

    Se vienen buenos tiempos para la construcción. Pueda que empiece a moverse papeles que están muy bajos, Longvie, Ferrum, también Minetti que si bien subió bastante, tiene plus con la obra pública. Ya las gasíferas, y las eléctricas no están agotadas pero hicieron un largo recorrido, y las petroleras no las manejamos nosotros, y en esas enfoco todo en AEN (o van por el gas?). CAMBIEMOS, cambiemos de papeles. No olvidar la EX-momia ERAR, ja, ja.

  2. Reich

    Auspician producción de gas, infraestructura para la transportación, supongo que no ha de ser solo a fines energéticos eléctricos, de exportación a futuro, o para ventear, ja, ja.
    Alguna que otra cocina o calefón va a vender Longvie. Sigo acumulando, la bajaron muchisimo, ademas empresa bien manejada y paga buenos dividendos en acciones. Tenía además un proyecto de termotanques a energía solar. Le veo futuro. Me gustan los proyectos que manejan.
    http://www.apertura.com/negocios/Para-el-CEO-de-Longvie-la-apertura-gradual-de-la-economiano-esta-mal-20170714-0004.html

  3. Elmer Cado

    Para el que opere con Santander Río, hay un FCI que viene rindiendo 12,8 % en dólares en los últimos 30 días, y pinta para seguir…

  4. Jose Pampuro

    Pepe sigue pensando esperar afuera? no tiene miedo que se le vaya el tren.
    Hay que esperar adentro, cambiemos la tiene jodida en agosto pero de acá a octubre cambiemos crece y kristina se desinfla. El cambio ya empezó, es aquí y es ahora y nadie lo puede parar!

  5. fernando

    Con este repunte del usd y de la economia, hay muchas acciones muy baratas hoy dada la caida que hubo en el ultimo mes. Nadie te vende nada para abajo, y se nota por la tasa de caucion/volumenes de caucion que hubo muchos que salieron de la renta variable… Apenas entre un poquito de volumen en algunas plazas se vuelan porque todos los q vendieron por cagazo se van a tirar de cabeza a recomprar acciones que se le esten llendo….

  6. La bolsa, ya tiene casi descontada la derrota del Pro, en Provincia, va a arrancar, despues de un amesetamiento del Merval y Adrs de como minimo 1 semana.

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