www.ABF.com.ar | Análisis Bursátil Fundamental | Cont. G. Castro |
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Company ticker | Report title and Contents |
Pages | Price (US dollars) |
Click to BUY |
Date |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market - January & February 2003
Demand is weak due to absence of exportations and poor domestic demand growth. Thermal output continue
low due to high water flows in both main areas: the Comahue and the Northwest region. (PDF)
The Wholesale Electricity Market: temperature, exportation and domestic demands, Net Generation, Prices, Listed Companies. |
1 | $ 5.00 | 4/1/03 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market Summary - February 2003
(PDF)
Summary charts: Prices, Sources of Generation, Evolution of Demand, Generation by Producer, Net Generation, Thermoelectric generation, Exports, Production YTD by Type and Company, Production over the quarter by Company. |
2 | $ 5.00 | 4/1/03 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market - October & November 2002
Demand is falling due to absence of exportations, despite domestic demand growth. Thermal output experienced a high decrease due to high water flows in both main areas: the Comahue and the Northwest region.
(PDF)
The Wholesale Electricity Market: temperature, exportation and domestic demands, Net Generation, Prices, Listed Companies. |
1 | $ 5.00 | 12/18/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market Summary - November 2002
(PDF)
Summary charts: Prices, Sources of Generation, Evolution of Demand, Generation by Producer, Net Generation, Thermoelectric generation, Exports, Production YTD by Type and Company, Production over the quarter by Company. |
2 | $ 5.00 | 12/18/02 | |
All Stocks |
Portfolio in domestic Shares of Pension Funds (AFJPs) Report for August 2002 Funds continue to sell their Portfolio of domestic companies. They continued buying buy Stocks from their top list in their Portfolio. (PDF) Investments in domestic shares, Winners and Loosers. Click here to see a detail for investments for a Stock and Pension Fund since 1998 |
1 | $ 10.00 | 09/09/02 | |
All Stocks |
Portfolio in domestic Shares of Pension Funds (AFJPs) Report for July 2002 Funds continue to sell their Portfolio of domestic companies. Some sells are very strong and make us to question why this is being accomplished. (PDF) Investments in domestic shares, Winners and Loosers. Click here to see a detail for investments for a Stock and Pension Fund since 1998 |
1 | $ 10.00 | 08/13/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market - July 2002
Demand was stable YOY, in a country with a drop in the GNP of 13%. Thermal output increased heavily due to low water flows in the Comahue.
(PDF)
The Wholesale Electricity Market: temperature, exportation and domestic demands, Net Generation, Prices, Listed Companies. |
1 | $ 10.00 | 08/08/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market Summary - July 2002
(PDF)
Summary charts: Prices, Sources of Generation, Evolution of Demand, Generation by Producer, Net Generation, Thermoelectric generation. |
1 | $ 5.00 | 08/08/02 | |
Most Companies |
The market measured in US dollars - 1st Semester 2002
The Semester was characterized by high volatility measured in US dollars. Financial Reports
were a vital resource to most Investors, and those who may anticipate to future results will
be highly compensated by the effort and risk.
(PDF)
Charts showing evolution from 1998 of exchange rate, Merval, Pérez Companc, PC, Telecom Argentina, TECO, TEO, Banco Francés, FRAN, BFR, Grupo Financiero Galicia, GFG, Dycasa, DYCA, Siderca, ERCA, Siderar, ERAR, Acindar, ACIN, Aluar, ALUA, ALUP, Solvay Indupa, INDU, Atanor, ATAN, Transportadora de Gas del Sur, TGS, TGSU, Gas BAN, Gas Natural BAN, GBAN, Metrogas, METR, MGS, Central Costanera, CECO, Central Puerto, CEPU, Capex, CAPX, Ledesma, LEDE, Molinos Río de la Plata, MOLI, Mirgor, MIRG |
3 | FREE | 7/2/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market - May 2002
Prices increased due to the inclusion of the maintenance costs in prices of the energy. Liquid fuels have not been yet used,
while the demand went down by more than a 15% due to the quadruple combination of high temperatures, high hidraulic
conditions, the economic depresion and no exportations.
(PDF)
The Wholesale Electricity Market: temperature, exportation and domestic demands, Net Generation, Prices, Market summary charts. |
2 | $ 5.00 | 06/7/02 | |
CECO |
Central Costanera: Results for 4th quarter, December 31st 2001
Company is now in a good shape to generate good results to their shareholders, despite the
fictitious loss of $aM 43 posted. We hope there is an unsurpassable purchase opportunity,
which will produce good benefits to those who can wait.
(PDF)
Results, Financial Statements, Perspectives |
2 | $ 10.00 | 06/10/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market Summary Charts Only - May 2002
Market summary charts.
(PDF) |
2 | $ 5.00 | 06/7/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market Summary Charts Only - April 2002
Market summary charts.
(PDF) |
2 | $ 5.00 | 05/10/02 | |
CECO, CEPU, CAPX, PC, REP, PERE, METR |
Wholesale Electricity Market - April 2002
It is a rather stable market, despite the strong fall of the demand. Generators are
preparing for the winter season.
(PDF)
The Wholesale Electricity Market: temperature, exportation and domestic demands, Net Generation, Prices, Market summary charts. |
2 | $ 10.00 | 05/10/02 | |
CECO |
Central Costanera after devaluation
The company is the major electricity export generator in Argentina. An interesting exercise
is to compare fixed Power Income during term of exportations, against Enterprise Value
(Market Capitalization plus Debt). (PDF)
The Company, Prices: Domestic term contracts, Wholesale Spot Market, Export term market, Effects of devaluation |
2 | $ 30.00 | 05/09/02 | |
MIRG |
Mirgor: Results for 4th quarter, December 31st 2001
The Company continues to report losses due to many circumstances and the organization was
reduced to fit the new environment. We expect null or positive effects in Net Results or
Equity in relation to devaluation, and the Company operates in one of the sectors that could
probably benefit form it. Mirgor could also take advantage of Financial crisis. We should
follow VW and Renault sales outside MercoSur. Renault was the terminal who most contributed
to lower Incomes.
(PDF)
The Company, Financial Statements, Perspectives |
2 | $ 10.00 | 04/21/02 | |
DYCA |
Dycasa: Results for 4th quarter, December 31st 2001
While the Board of Directors foresees that it would be no substantial variation in the
company's activity once the initial stage of accommodation to the new economic environment
is overcome, the Control Group and the Stock Market seems to think the just the opposite.
The free flotation of the peso will produce a high one-time profit, just the opposite of
most companies in Argentina. (PDF)
The Company, Holdings, Temporary Joint Ventures, Financial and Income Statements, Perspectives |
3 | $ 10.00 | 04/21/02 | |
DYCA |
Dycasa: Results for 2nd quarter, June 30th 2001
The company maintains an interesting portfolio of new works. The fall in the Sales originated
by the present recession is not reflected accordingly in its Net Results due to the
protection of being a holding of large range of infrastructure businesses. The flow from its
"Investments " shows that now it is time to get cash back. PER is extremely attractive and
the company has being distributing cash dividends by a 15% of current quotation, while the
stock-exchange investors seem to watch for other markets or papers. (PDF)
Business Evolution, Subsidiaries and Related Companies, Construction and Services, Balance and Net Results, Perspectives |
3 | FREE | 9/4/01 | |
INDU |
Solvay Indupa issues $M 80 in Notes - Preliminary conclusions
During the next Stockholders Meeting the Board of Directors should get the approval for the
issue of Notes for 80 million. This would not be a problem, since Solvay Group controls the
votes. But it will be hard to convince to minority stockholders who are complaining in the
impact of future loss of ownership and the relationship with price of a stock that is quoting
at its lower level compared to MerVal Index.
The Notes, Preliminary conclusions |
2 | FREE | 4/18/01 |
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