Utilities Argentinian Community
Our community narratives are driven by numbers and valuation.
Utilities Argentinian Investing Ideas
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
PAMP: Softer Revenue And Margin Outlook Will Limit Future Upside
Key Takeaways Rapid shale oil output and drilling efficiency gains are driving lower costs, higher margins, and production growth, while vertical integration reduces operational risks and funding costs. Expanding renewables and infrastructure investments support cleaner energy transition, stable export-driven revenues, and margin resilience in the power business.Read more
EDN: Regulatory Uncertainty And Earnings Pressure Will Shape Argentina’s Power Sector Outlook
Key Takeaways Structural tariff reforms and reduced financial uncertainty are set to strengthen margins and enable greater investment capacity. Grid modernization and rising electrification support sustained volume growth and improved operational efficiency.Read more
