Actinver Research - Consumer Post 2Q25 Update
On average, our covered Consumer companies grew top line by 8% YoY (vs. 7% forecasted), and EBITDA by 5% (vs. our 3% estimate).
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Actinver Research - Consumer Post 1Q25 Update
Soft consumer environment, with weaker conditions at the beginning of the year vs the company’s expectations; a warmer season didn’t help either.
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Closing 5 ideas | Jan 13, 2025
I am taking several off the list, first one being Angiodynamics (ANGO) written up here . It jumped in the past week on a slightly improved forecast...
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Actinver Research - Genomma Lab: Reaching Healthier Valuation Levels (Company Update)
After a stunning YTD performance (up 90.68% as of 12/9/24 vs MEXBOL 9.05% down), we continue to see solid upside ahead. Market conditions for most...
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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...
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