Argentinian Market Community
Our community narratives are driven by numbers and valuation.
Argentinian Investing Ideas
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What’s going on with SUPV?
SUPV is not the problem. Grupo Supervielle is a fantastic financial company.Read more
Renewable Transition Will Erode Vaca Muerta And Argentina Margins
Key Takeaways Transition to renewables and stricter regulations threaten YPF's core hydrocarbon business, weakening revenue stability and compressing margins in key markets. Persistent economic and currency volatility in Argentina, plus tougher capital access, restrict the company's flexibility to invest or achieve dependable long-term growth.Read more
Deteriorating Credit Quality Will Strain Earnings But Offer Opportunity
Key Takeaways Rising nonperforming loans and aggressive growth in riskier segments are straining earnings and increasing exposure to credit and concentration risk. Intensifying fintech competition, persistent economic volatility, and regulatory uncertainty are pressuring margins and challenging recovery despite digital investments and market consolidation opportunities.Read more
CEPU: Share Repurchase Program Will Drive Future Value Despite Lower Output
Key Takeaways Expansion into renewables and storage, along with operational upgrades, positions the company for stable, long-term growth and improved profitability. Strong financial flexibility and benefits from regulatory changes support lower costs, greater revenue predictability, and increased access to international capital.Read more
Argentina's Digital Shift And Middle Class Boom Will Redefine Banking
Key Takeaways Flexible asset strategy, digital investment, and low cost structure position the bank to surpass sector growth forecasts, with potential for outsized profitability and efficiency gains. Strong capital levels and regional expansion enable consolidation opportunities and long-term growth, leveraging financial inclusion and high-margin digital fee streams.Read more
Decarbonization Delays And Argentina Risks Will Erode Value
Key Takeaways Delayed transition from thermal generation, limited renewables investment, and regulatory risks threaten future growth and margins amid evolving global energy trends. Macroeconomic volatility, policy intervention, and higher ESG compliance costs undermine financial stability, cash flows, and sustained shareholder returns.Read more
SUPV: Higher Funding Costs Will Likely Pressure Margins Amid Macroeconomic Uncertainty
Key Takeaways Digital banking innovation and cross-selling strategies are strengthening client engagement, diversifying revenue streams, and boosting operational efficiency. Stabilizing macroeconomic conditions and prudent financial management position the bank for sustainable growth, improved profitability, and greater resilience.Read more
Argentine Banking Will Battle Volatility But Embrace Change
Key Takeaways Ongoing economic volatility, inflation, and dollarization threaten loan growth, deposit stability, and recurring revenue despite regulatory reforms and macroeconomic improvements. Digital transformation boosts efficiency and customer growth, but fierce fintech competition and changing client behavior may limit future income and market expansion.Read more
Credit Expansion And Digital Competition Will Shape A Cautious Long Term Outlook
Catalysts About Grupo Supervielle Grupo Supervielle is an Argentine financial group focused on banking, digital brokerage and related financial services for corporates, SMEs and individuals. What are the underlying business or industry changes driving this perspective?Read more
