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Lorena Reich

Lorena Reich

Research Analyst at Lucror Analytics

La Trinidad, Provincia de Buenos Aires, AR

Lorena Reich is LATAM High Yield Senior Credit Analyst & Director at Lucror Analytics, specializing in fixed income research and credit analysis for Latin American markets. She covers a range of high-yield companies across the region, leveraging deep experience in both sell-side and buy-side roles. Reich began her career at Moody’s, followed by positions at Emerging Markets Management (Ashmore), AllianceBernstein, and Bank of America Merrill Lynch, before leading research at Adcap Securities and joining Lucror Analytics as Director LatAm in 2017. She holds an MBA from NYU Stern and a BA in Business Economics from Torcuato Di Tella University, and also teaches corporate debt markets at her alma mater.

Lorena Reich's questions to TELECOM ARGENTINA (TEO) leadership

Question · Q2 2025

Asked about the impact of the removal of the government cap on price increases, questioning whether it would lead to higher profitability or if competitive pressures would prevent it.

Answer

The company clarified that there was a misunderstanding, as the price cap decree was never effectively binding on them due to prior legal actions. Therefore, the recent court ruling does not change their operational reality. Their pricing policy continues to be driven by portfolio performance and competitive dynamics, not by this specific legal development, so no significant change is expected from it.

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Question · Q2 2024

Lorena Reich of Lucror Analytics asked about the company's pricing strategy going forward, given the recent court ruling that removed the cap on price increases, and whether this would positively impact profitability or be offset by competitive pressures.

Answer

CFO Gabriel Blasi clarified that the court ruling was not a new development for the company, as a pre-existing legal measure had already allowed them to set prices for the past two years. He stated that the past administration's intended price cap was never binding on Telecom Argentina. Therefore, the company's pricing policy continues to be driven by competitive dynamics and portfolio performance, and no significant change in strategy is expected as a result of this news.

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