Covering the Mexican Economy, Actinver Research

Actinver

Covering the Mexican Economy

Actinver Research

Actinver is a mexican leading financial group, that generates well being for individuals and companies through advisory services that provides investment management to maintain and grow their wealth.

Thematic (Sector/Industry)

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<li>The World Cup tailwind might prove to be less positive than previously expected, and there might be some overhang risks in 2H26.</li>
<li>For another quarter, we are overall below consensus, yet the gap is lower vs. in the previous 2 quarters.</li>
<li>Amid some PT updates to the downside, we update our FY26 year-end and 12M MEXBOL PTs to 71,000 and 75,500, respectively (2.5% lower on average).</li>
</ul>


The World Cup tailwind might prove to be less positive than previously expected, and there might be some overhang risks in 2H26.
For another quarter, we are overall below consensus, yet the gap is lower vs. in the previous 2 quarters.
Amid some PT updates to the downside, we update our FY26 year-end and 12M MEXBOL PTs to 71,000 and 75,500, respectively (2.5% lower on average).


Actinver Research - Mexico Equity Research: 2Q25 Preview

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Workflow engine and system of record for mortgage lenders to automate loan origination

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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...

Actinver

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