2021-09-09 - Cartera Moderada y Moderada Ampliada

En esta oportunidad, estamos sacando LTM (15%) y en su reemplazo aumentamos Banco Santander en 10% y Cencosud en 5%. Existe preocupación respecto a que las antiguas acciones de Latam Airlines puedan ser “eliminadas” y como se viene la fecha clave del 15 de septiembre, hemos tomado la difícil decisión de recomendar “Salir” de LTM ante la posibilidad que pueda materializarse dicho riesgo.

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2021-09-09 - Cartera Moderada y Moderada Ampliada

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