Added to YB: 2025-07-15
Pitch date: 2025-07-15
GGAL [bullish]
Grupo Financiero Galicia S.A.
+22.58%
current return
Author Info
No bio for this author
Company Info
Grupo Financiero Galicia S.A., a financial service holding company, provides various financial products and services to individuals and companies in Argentina.
Market Cap
ARS 11.0T
Pitch Price
ARS 5.8K
Price Target
80.00 (-99%)
Dividend
N/A
EV/EBITDA
N/A
P/E
159.56
EV/Sales
N/A
Sector
Banks
Category
turnaround
Argentina Macro Update & A New Aggressive Portfolio Trade
GGAL (new position): Argentine bank play on Milei recovery; Q2 GDP +7.6% annualized (vs +5.8% Q1). Best-run local bank, better economic proxy than MELI-heavy ARGT ETF. Stock $47 (from $80 high), retesting Liberation Day lows. Target $80-100 on midterm wins. Can earn $10/EPS. Risk: 2027 socialism return—rent not own. 2/3 size.
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