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).
353 Views
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.
242 Views
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...
636 Views
LATAM Reversal: Banorte, Wal-Mart and B3 SA.
Banorte, Wal-Mart de Mexico and B3 SA suffer closures from active Emerging Market funds as strong positioning momentum finally reverses.
373 Views
Actinver Research - Walmex 4Q24: In line with our estimates (Quick View)
Revenues of P$274.7bn were 8.3% higher YoY, in line with our estimates and consensus, with SSS in Mexico of 4.3% (vs our 4.0% estimates), driven by...
443 Views