by Marcos Emmi MFP | 07/05/2025 07:22 AM | CELU
🚀 Celulosa Argentina's stock experienced a massive 49% price surge, reportedly due to major shareholders reducing their equity stake and injecting the sales proceeds back into the company as new capital.
📉 Despite this significant stock rally, there's concerning news that the company has informed it will not pay future income on its corporate bonds (Obligaciones Negociables - ONs), creating uncertainty for bondholders.
📊 Prior to this news, the stock was already showing signs of being significantly "overbought" and had a technical pattern suggesting an upward move, which has now materialized with extreme volatility.
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by Marcos Emmi MFP | 07/05/2025 07:22 AM | DIS
📈 A potential entry point for Disney stock was identified around the $85-86 support zone, which was considered a level to watch ahead of its earnings report.
🎢 The stock's performance is also being monitored in the context of audience reception to its international film releases, which can impact investor sentiment.
🏰 Adding to the company's outlook, positive news includes Disney's announcement of its plans to develop and open a new theme park, signaling future growth initiatives.
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by Marcos Emmi MFP | 06/05/2025 07:16 AM | YPF
📜 IPF is issuing new dollar-linked negotiable obligations, offering a 7% rate with a 24-month term, which could be an interesting fixed-income opportunity.
📉 Despite positive fundamentals like its leadership in Vaca Muerta, the stock (IPF) has recently declined, and the speaker notes it's currently 'mala' (bad/poorly performing).
🤔 The speaker expresses a personal liking for the company ('a mí me gusta') but advises caution due to the current downtrend, suggesting a 'tradeo' (trading) approach rather than a buy-and-hold for now.
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by Marcos Emmi MFP | 06/05/2025 07:16 AM | F
📈 Ford presented first-quarter results that significantly surpassed Wall Street expectations.
💰 The company reported an adjusted operating profit of $1 billion for the quarter based on the transcript information.
✅ The reported earnings per share (benefit) stood at 14 cents, contributing to the positive quarterly performance according to the video.
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by Marcos Emmi MFP | 06/05/2025 07:16 AM | PAMP
👍 The speaker expresses a positive view of Pampa Energía, stating, 'A mí Pampa me gusta' (I like Pampa).
📉 Despite this positive sentiment, the stock has recently declined ('Pampa bajó'), making the speaker hesitant to buy for a long-term hold currently.
🔄 The speaker's current strategy for Pampa is to trade it ('yo las tradeo'), looking for entry patterns to make quick profits rather than investing for the long term at this moment.
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