From a technical perspective, Banco Macro (BMA) is looking like an interesting pick, as it just reached a key level of support. BMA recently overtook the 20-day moving average, and this suggests a short-term bullish trend. The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages. Like o ...

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Banco Macro (BMA) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question. Banco Macro is a member of the Finance sector. This group includes 859 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank gauges the strength of our 16 in ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Banco Macro (BMA) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question. Banco Macro is a member of our Finance group, which includes 856 different companies and currently sits at #7 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of o ...

Banco Macro (BMA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. Individual i ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Banco Macro S.A. (BMA) : This company which provides various banking products and services has seen the Zacks Consensus Estimate for its current year earnings increasing 37.3% over the last 60 days. Cardinal Health, Inc. (CAH) : This healthcare services and products company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days. Royal Caribbean Cruises Ltd. (RCL) : This cruise company ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, March 1: Banco Macro S.A. (BMA) : This company which provides various banking products and services has witnessed the Zacks Consensus Estimate for its current year earnings increasing 37.3% the last 60 days. This Zacks Rank #1 company has a dividend yield of 7.6%, compared with the industry average of 4%. Cardinal Health, Inc. (CAH) : This healthcare services and products company has witnessed the Zacks Co ...

财务数据和关键指标变化 - 公司2023年第四季度净利润为4600亿阿根廷比索,同比增长789%或4080亿阿根廷比索 [6] - 2023财年净利润为5877亿阿根廷比索,同比增长338% [7] - 2023年第四季度营业收入(扣除管理费和人工成本)为1.3万亿阿根廷比索,同比增长224%或9150亿阿根廷比索 [8] - 2023财年营业收入(扣除管理费和人工成本)为2.84万亿阿根廷比索,同比增长83% [8] - 2023年第四季度拨备为182亿阿根廷比索,同比增长131%或103亿阿根廷比索 [9] - 2023财年拨备为459亿阿根廷比索,同比增长125% [9] - 2023年第四季度营业利润(扣除管理费和人工成本)为1万亿阿根廷比索,同比增长327%或7960亿阿根廷比索 [10] - 2023财年营业利润(扣除管理费和人工成本)为2万亿阿根廷比索,同比增长123% [10] 各条业务线数据和关键指标变化 - 2023年第四季度贷款总额为1.8万亿阿根廷比索,同比下降2%或300亿阿根廷比索 [28] - 2023财年商业贷款中,透支贷款增长66%,其他贷款增长30% [29] - 2023财年消费贷款中,个人贷款下降22%,信用卡贷款下降7% [30] - 2023年第四季度存款总额为3.4万亿阿根廷比索,同比下降16%或6637亿阿根廷比索 [32] - 2023年第四季度私人部门存款增长13%或3608亿阿根廷比索,公共部门存款下降31%或853亿阿根廷比索 [32] - 2023年12月,公司在私人部门贷款市场份额为9.1%,在私人部门存款市场份额为6.2% [31][35] 各个市场数据和关键指标变化 - 2023年第四季度不良贷款率为1.29%,拨备覆盖率为200.91% [36] - 2023年第四季度消费贷款不良率下降13个基点至1.35%,商业贷款不良率上升6个基点至1.2% [37] 公司战略和发展方向及行业竞争 - 公司在2023年第四季度收购了巴西银行Itaú Argentina,现已拥有其100%股权 [40] - 收购Itaú Argentina的价格为5000万美元,并将根据其2023年4月1日至收购日期间的业绩进行潜在调整 [40] - 公司计划在2023年下半年完成Itaú Argentina的法律合并和业务整合,届时将使用统一品牌 [62][66] 管理层对经营环境和未来前景的评论 - 公司预计2024年第一季度和第二季度证券收益将无法达到2023年第四季度的高水平,将趋于正常化 [60][61] - 在当前负实际利率的环境下,公司认为贷款和证券的利差仍然很有吸引力,平均资金成本在55%-60%之间 [67] - 公司预计2024年ROE将在15%-20%之间,2025年可能达到20%左右的正常水平 [53][54] 问答环节重要的提问和回答 问题1 **Ernesto Gabilondo 提问** 询问公司投资证券和外汇头寸的表现,以及未来的估值情况 [45] **Jorge Scarinci 回答** 公司在2023年四季度将乐利克头寸转换为双重债券,并从中获得收益。未来将逐步将双重债券转换为与通胀挂钩的债券。公司已在2023年底完全清仓乐利克头寸 [49][50][51] 问题2 **Ernesto Gabilondo 提问** 询问公司2023年贷款增长情况,以及2024年的展望 [46] **Jorge Scarinci 回答** 2023年贷款增长主要来自商业贷款,其中包括收购Itaú Argentina的贷款。2024年公司将保持正常的贷款增长水平 [51][52] 问题3 **Carlos Gomez 提问** 询问公司在当前高通胀、低利率环境下的收益情况,以及未来的展望 [58] **Jorge Scarinci 回答** 2024年第一季度和第二季度证券收益将无法达到2023年第四季度的高水平,但贷款和存款利差仍有吸引力。公司将继续优化投资组合以获得最佳收益 [60][61][67]