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Tenaris
WA
WaneInvestmentHouse
Community Contributor
Q4 2024 Earnings Call Highlights
- Sales: 616 billion ARS (Q4 2024) - EBITDA: 159.72 billion ARS (Q4 2024) - Adjusted EBITDA: 145.18 billion ARS (Q4 2024) - Cash Flow from Operations: 108.24 billion ARS (Q4 2024) - Net Cash Position: 792 billion ARS (end of Q4 2024) - Dividend Proposal: Annual dividend of 182.6 ARS per share - Annual Results: - EBITDA: 682 billion ARS - Net Income: 462 billion ARS - Net Sales: 2.75 trillion ARS - Free Cash Flow: 484 billion ARS (2024) Here's the translation of the narrative to Spanish (Argentina): Puntos Positivos Tenaris SA (NYSE:TS) informó un sólido desempeño financiero para 2024, con un EBITDA de $3.1 mil millones y una ganancia neta de $2.1 mil millones sobre ventas netas de $12.5 mil millones. La empresa mantuvo una fuerte posición de efectivo neto de $3.6 mil millones, a pesar de significativos gastos en dividendos, recompras de acciones y inversiones en capital.
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AR$55.87k
FV
15.0% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
Banco BBVA Argentina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities
Key Takeaways Economic recovery in Argentina and digital shifts enhance BBVA Argentina's revenue and net margins through increased banking demand and operational efficiency. Strategic focus on market share and asset quality, along with treasury management, stabilizes net interest margins and boosts profitability.
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AR$10.02k
FV
35.3% undervalued
intrinsic discount
18.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Empresa Distribuidora y Comercializadora Norte Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Tariff Review And Grid Upgrades Will Drive Performance Amid Debt
Key Takeaways Secured regulatory certainty and planned tariff hikes will boost revenue stability, margins, and reduce future financial risks. Population growth and smart grid investments drive long-term demand, operational efficiency, and open opportunities in ancillary business segments.
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AR$2.80k
FV
42.0% undervalued
intrinsic discount
27.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 days ago
author updated this narrative
Grupo Supervielle
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Focus On Oil, Gas, And Mining Sectors Will Offer Significant Long-Term Opportunities
Key Takeaways The strategic shift to retail lending and digital transformation aims to improve profitability and expand the loan book efficiently. Sector-specific growth and product expansion may drive revenue, aided by a stable macroeconomic environment supporting lending and net interest margins.
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AR$4.06k
FV
38.1% undervalued
intrinsic discount
15.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
Pampa Energía
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Profit Margins Will Shrink To 224%, Reducing Future Earnings
Key Takeaways Diversification into shale oil and renewables is enhancing production, revenue growth, and improving operational margins. Increased reserves and export opportunities bolster long-term earnings, revenue diversification, and optimize net margins.
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AR$4.34
FV
85.0k% overvalued
intrinsic discount
18.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Grupo Financiero Galicia
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery
Key Takeaways Acquisition of HSBC's Argentina operations strengthens market position, enabling future revenue growth and improving net margins through operational efficiencies. Economic stabilization in Argentina could boost loan demand, increasing revenue growth and focusing the balance sheet on higher-yielding assets.
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AR$9.07k
FV
32.8% undervalued
intrinsic discount
12.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
YPF Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shale Oil Production In Vaca Muerta And Pipeline Expansion Will Transform Operations
Key Takeaways YPF's strategic pivot to focus on Vaca Muerta and operational efficiencies could drive higher revenues and improved margins. Enhanced oil export capacity and optimized capital allocation are expected to boost profitability and financial stability.
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AR$53.20k
FV
25.0% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Banco Macro
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Bank To Leverage Strong Capital Position For 2025 Initiatives
Key Takeaways Expansion of loans and reduction in securities support revenue growth, driving increased net interest income and improved asset utilization. Strategic management of capital and costs, coupled with anticipated lower inflation, bolsters financial stability and profitability.
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AR$15.57k
FV
46.2% undervalued
intrinsic discount
21.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
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