Actinver Research - Kimberly-Clark de Mexico: 4Q24 Preview
Amid a more cautious view on FX we are lowering our estimates ahead of results. With c.60% of its raw materials dollarized —and fairly minimal...
342 Views
Actinver Research - Kimberly-Clark de Mexico: 3Q24 margin contraction as expected
Revenues of P$13.2bn were driven by growth across all segments. Consolidated sales growth of 3.8% YoY was driven by Consumer and Away from Home...
393 Views
Kimberly-Clark De Mexico-A - Actinver Research - Supermarkets & HPC: 3Q24 Preview
We are updating our models ahead of 3Q24 Results; we downgrade Kimberly-Clark de Mexico to Market Perform (from Outperform), while lowering our PT...
384 Views
Actinver Research - Kimberly-Clark de Mexico: 2Q24 – Keeping it rolling
Better-than-expected 2Q24 results leads a more positive outlook. While we had already forecasted healthy profitability ahead, we are raising our...
470 Views
Actinver Research - Health & Personal Care: Healthy revaluation expected (Coverage Initiation)
Within Consumer, we see Health & Personal Care as mostly defensive. While perfect conditions are hard to align, or remain, these days, we see...
341 Views