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argentina-financials theme · 4 dossiers
Dossiers in the argentina-financials theme cluster — 4 names moving on shared catalysts.
All dossiersBBAR
freshBanco BBVA Argentina S.A.
Argentina disinflation/reform turnaround accelerating, with BBAR a cluster-confirmed bank vehicle for a credit cycle off a near-zero base. Stock near 52-wk highs (~$20.6) after a near-triple off $7.76; loan-growth runway is the leg, but…
GGAL
freshGrupo Financiero Galicia S.A.
Argentina reform trade reaccelerating: Milei's Oct-26 2025 midterm landslide plus May CPI at an 8-month low (2.1%, released June 11) revive the disinflation narrative. GGAL, the liquid large-cap bank proxy, has bounced ~35% off its $40…
BMA
freshBanco Macro S.A.
Argentina disinflation/credit-recovery trade; BMA is the best-capitalized domestic vehicle. But the explosive Milei-midterm leg (Oct 2025, ~3x off the low) is mature, Q1 ROE is a thin ~10%, and price sits mid-range near $91 off the $106…
SUPV
freshGrupo Supervielle S.A.
Milei reform trade now in its delivery phase: SUPV is the highest-beta Argentine bank ADR on disinflation and credit normalization. Post-midterm mania (Oct 2025) has cooled to mid-range chop near $9.30, and June CPI ticking up to 4.6% is…