Investment and recommendations in the Argentine market

The broker Bull Market highlights stocks in the energy sector and proposes betting on Tesla as an agreement with the IMF is anticipated. Ecogas shares are undervalued with a potential appreciation of 30%.


Investment and recommendations in the Argentine market

A recent publication from El Cronista reveals the recommendations of Bull Market for investments during the month of March. The broker suggests reducing the production and commercialization of seeds and increasing licenses and partnerships. The target price for these stocks could range between $9 and $10. The sector report from the broker distributes the investment portfolio as follows: 40% energy, 20% industrial, 10% automotive-technology, 10% agro-industrial, 10% financial, and 10% infrastructure and transport.

According to Bull Market, Ecogas shares are undervalued and could appreciate by 30%, reaching $37,000. Additionally, the energy sector leads the recommendations. For more aggressive profiles, they suggest considering Bioceres as a valuable alternative. Tesla shares, from Elon Musk's company, enter the investment portfolio in a speculative manner.

While waiting for the agreement between the Government and the IMF, Argentine stocks have halted their continuous upward trend in 2024, affected by Donald Trump's tariff policies. In this uncertain and electoral context, Bull Market offers investment recommendations. They highlight stocks in the energy sector, driven by interest in Vaca Muerta, and include Tesla with a speculative focus.

The Bull Market report details that despite a drop in operating margins and lower revenues in automobiles in 2024, Tesla's outlook for 2025 is promising. The company plans growth based on cost improvements, expansion in FSD, and greater diversification in energy and storage. Long-term positions in companies like Autopistas del Sol and Fiplasto are suggested, with significant growth potential.

Bull Market also advises investing in Ecogas, focusing on applied technology instead of seeds, with an asset-light approach. Investment recommendations target specific sectors and companies with favorable future outlooks, aiming to provide profitable opportunities amid the current market uncertainty.