Actinver Research - Mexico Equity Research: 1Q25 Preview
We are updating our models ahead of 1Q25 Results; calendar headwinds and a slowdown in some industries are expected, along with FX-related effects...
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Actinver Research - KOF 4Q24: Solid results (Quick View)
Sales grew 14.3% YoY to P$75.5bn, above our estimates and consensus. Consolidated volumes grew 2.2% YoY, also above our estimates, driven by...
327 Views
Actinver Research - Consumer post 3Q24: Sales deceleration while trying to protect margins
Having recently launched our Food & Bev coverage (link to report here), we reiterate our Outperform ratings in beverage companies AC (PT down to...
237 Views
Actinver Research - KOF 3Q24: Healthy sales growth with better-than-expected margins (Quick View)
Sales grew 10.7% YoY to P$69.6bn, slightly (0.9%) below our estimates, on the back of softer-than-expected sales in Mexico and Central America (9%...
384 Views
Actinver Research - Food & Bev: Open the bottles (Coverage Initiation)
After years of solid consumption, we expect more normalized trends going forward, as consumers have a higher price sensitivity across the whole...
333 Views