PREFERENCIA MUNDIAL POR LAS ENERGETICAS

 

68323_economia

La Bolsa se mueve al compás de las discusiones sobre el fallo del juez Griesa. En lo estrictamente bursátil, se advierte en el mercado la preferencia por las acciones energéticas que demuestran una firmeza que se espera sea corroborada por los resultados trimestrales a junio, estacionalmente favorables. No es casual que un Fondo de Inversión haga una oferta de compra por las acciones de Gas Cuyana y Gas del Centro que no estén en manos de los oferentes o de sus subsidiarias. Se espera que esta modalidad se extienda a otras ante las perspectivas de mejores tarifas. Los analistas de Wall Street concuerdan con el desarrollo energético del mundo en sus distintas explotaciones, apostando a los proveedores del sector. Así es como acciones como Schlumberger, Halliburton, National Oil, US Silica Holdings, Carbo Ceramic y otras han duplicado su precio en el último año y continúan muy firmes.

Entre las de menor mercado se espera el Balance final de Semino, que logró autoabastecerse de energía, beneficiándose con la política triguera oficial de prohibir la exportación para privilegiar el abastecimiento local.

En esta semana atípica, se destacaron Cía. Introductora  de  Buenos Aires,San Miguel y Ferrum. Introductora (Sal Dos Anclas) hace tiempo que está tomadora. Incluso hay en plaza un grupo inversor que trata de obtener papeles “por afuera” pagando bastante más que su actual cotización. Los que saben, atribuyen este comportamiento a la posibilidad que en sus tierras en San Luis exista una buena reserva de litio, situación que nunca fue confirmada. El caso de Ferrum es más sencillo. Se atribuye su buen andar, a su administración, a sus resultados contables y al dividendo en acciones pendiente y que tarda más de la cuenta en acreditarse.

Lo de San Miguel es más difícil de explicar, habida cuenta de la menor producción prevista para el corriente año. Seguramente pasa por los renovados rumores sobre la posibilidad, hoy vedada, de exportar a Estados Unidos.

Héctor Tavares, Clarín, IECO, 27.7.2014

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