Mindful Media/E+ via Getty Images Investment Thesis Following a nice rally since the election of Milei in the end of 2023, Argentinian bank stocks have had a nice run-up signaling the market's confidence in the newly appointed leader. Since then, the stocks have pulled back a bit, giving investors a chance to buy the dip in my view. The bull case for Argentinian bank stocks remains strong in my view as shock therapy and significant government spending cuts should reign in inflation, strengthening the econom ...

Grupo Supervielle (SUPV) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- 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. S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of April, 2024 Commission File Number: 001-37777 GRUPO SUPERVIELLE S.A. (Exact name of registrant as specified in its charter) SUPERVIELLE GROUP S.A. (Translation of registrant's name into English) Reconquista 330 C1003ABG Buenos Aires Republic of Argentina (Address of principal executive offices) GRUPO SUPERVIELLE ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SUPERVIELLE GROUP S.A. (Translation of Registrant's name into English) REPUBLIC OF ARGENTINA (Jurisdiction of incorporation or organization) Reconquista 330 C1003ABG Buenos Aires Republic of Argentina (Address of principal executive offices) Mariano Biglia Reconquista 330 C1003ABG Buenos Aires Republic of Argentina Tel: 54-11-4340-3181 Email: mariano.biglia@supervielle.com.ar (Name, Telephone, E-mail and/or Facsimile number and Address ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ANNUAL REPORT PURSUANT TO SECTION 13 OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: December 31, 2022 Commission file number 001-37777 GRUPO SUPERVIELLE S.A. (Exact name of Registrant as specified in its charter) SUPERVIELLE GROUP S.A. (Translation of Registrant's name into English) REPUBLIC OF ARGENTINA (Jurisdiction of incorporation or organization) Bartolomé Mitre 434 C1036AAH Buenos Aires Republic of Arg ...

November 9, 2022 IR-GrupoSupervielle@gruposupervielle.com.ar Ciudad de Buenos Aires, Argentina Disclaimer This presentation contains certain forward-booking statements that reflect the current views and/or expectations of Grupo Supervielle and its management with respect to o business and future events. We use words such as "believe," "anticipate," "expect," "intend," "extimate," "project," "project," "prodict," "foredict"," "guideline," "shoul and other similar expressions to identify foo ward-looking stat ...

Grupo Supervielle S.A. (NYSE:SUPV) Q3 2022 Earnings Conference Call November 10, 2022 10:00 AM ET Company Participants Ana Bartesaghi - Treasurer and IR Officer Patricio Supervielle - Chairman and CEO Mariano Biglia - CFO Conference Call Participants Ana Bartesaghi Good morning, everyone. Welcome to the Grupo Supervielle Third Quarter 2022 Earnings Call. This is Ana Bartesaghi, Treasurer and IRO. A slide presentation will accompany today's webinar, which is available in Investors section of Grupo Superviell ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of September, 2022 Yes ☐ No ☒ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): Yes ☐ No ☒ GRUPO SUPERVIELLE S.A. Commission File Number: 001-37777 GRUPO SUPERVIELLE S.A. (Exact name of registrant as specified in its charter) SUPERVIELLE GROU ...

Financial Data and Key Metrics Changes - The company reported a loss of AR$2 billion for the quarter, impacted by headcount reductions and a sharp drop in government security prices [8][10] - Excluding nonrecurring charges, the consolidated net loss would have been AR$1.2 billion, with the banking business posting a net loss of AR$160 million [9] - The total net interest margin (NIM) stood at 18.8%, with a decline of 30 basis points sequentially [27][28] - The Tier 1 capital ratio closed at 13.6%, a 20 basis points sequential decline [32] Business Line Data and Key Metrics Changes - The loan book stabilized, with personal loans increasing by 1.5% sequentially to over AR$180 billion, driven by SME loans and credit card portfolio growth [25] - Consumer finance loans at IUDÚ contracted by 12%, leading to a historical low in their weighting within the total loan book [25] - The efficiency ratio was slightly over 81%, impacted by severance charges and increased operational costs [30] Market Data and Key Metrics Changes - Total Argentine peso deposits increased by 7% sequentially, with core peso deposits up by 6% [26] - The non-performing loan (NPL) ratio improved to 3.8% on a consolidated basis, with the bank's NPL ratio stable at 2.6% [29][23] Company Strategy and Development Direction - The company is focused on restructuring its consumer finance business, IUDÚ, to improve efficiency and asset quality [7][16] - A share repurchase program of AR$2 billion was approved, reflecting confidence in the company's asset value and business potential [10] - The company aims to enhance customer acquisition and digital adoption while rightsizing operations to drive efficiency [7][11] Management's Comments on Operating Environment and Future Outlook - The management highlighted the challenging macroeconomic environment in Argentina, characterized by high inflation and low credit demand [6][10] - Future profitability is expected to improve in the second half of next year, contingent on macroeconomic conditions [59][60] - The company is taking a long-term view on customer acquisition and digital transformation, which may impact short-term ROE [59] Other Important Information - The company has reduced its headcount by 18% year-to-date, with significant reductions at IUDÚ and the bank [14][30] - The integration of IUDÚ's customer base into Banco Supervielle is aimed at reducing operational costs [16] Q&A Session Summary Question: Political outlook ahead of elections - Management noted the difficulty in predicting political outcomes due to divisions among political forces and voter dissatisfaction with the current administration [40][42] Question: Buyback program and capital use - Management defended the buyback program as a means to maintain adequate capital levels and mitigate inflation impacts, despite lower ratios compared to larger banks [43][46][48] Question: Profitability outlook and trading losses - Management indicated that while restructuring efforts are ongoing, improvements in profitability are expected in the second half of next year, depending on macroeconomic conditions [55][59] Question: Lending strategy amid inflation - Management acknowledged a more restrictive lending policy in response to inflation and economic conditions, focusing on asset quality [62]

GRUPO SUPERVIELLE 2Q22 Earnings August 18, 2022 IR-GrupoSupervielle@gruposupervielle.com.ar Ciudad de Buenos Aires, Argentina SUPV LISTED NYSE SUPERVIELLE 2Q22 Earnings Conference Call August 18, 2022 IR-GrupoSupervielle@gruposupervielle.com.ar Ciudad de Buenos Aires, Argentina SUPV LISTED NYSE Disclaimer This presentation - contains certain forward-looking statements that reflect the current views and/or expectations of Grupo Supervielle and its management with respect to i business and future events. We u ...