Actinver Research - Mexico Equity Research: 2Q25 Preview
The World Cup tailwind might prove to be less positive than previously expected, and there might be some overhang risks in 2H26.For another...
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Actinver Research - FIBRA SOMA: Worth the Wait (Coverage Initiation)
FIBRA SOMA offers exposure to a portfolio of premium retail, office, and hospitality assets located in Mexico’s most dynamic real estate markets.
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Actinver Research - AERO Launch and an Oil Deep Dive (Sector Initiation)
We are initiating coverage on AERO with a 12M PT of P$42.0 per share and an Outperform rating. Our PT implies an upside potential of 40% over the...
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Actinver Research - Real Estate post 1Q26 update
The industrial real estate sector delivered another solid quarter at the top-line level, VESTA led the group with a 14% YoY revenue increase in USD...
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Actinver Research - Consumer post 1Q26: Still Not O-K
We continue to see signs of a K-shaped consumer environment in Mexico (and the U.S.), as some high-earners remain more resilient (e.g., the City...
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