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Conference feedback (Macro impact (Interest rate (MGLU, CVC, End of…
Conference feedback
Macro impact
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Consumption trades down
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Diesel is doing better than gasoline (import below parity) or it is due to industrial policy? clearly the white flag issue more important
more positive on Argentina business folks do not shaken and fiscal discipline needs to maintain. population is most unhappy on lower wage
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Best ID from me
Yandex yes, MELI? Globant, CEPU, RSA Mr. Price, Estacio
Street expectation high CVC, Renner, B2W, DESP, Kroton,
Exports are in the best shape like Globant demand is strong, cost is weaker