Actinver Research - La Comer: Joining S&P/BMV IPC positive for the stock
On Friday (9/6/24), S&P Dow Jones Indices announced preliminary rebalancing results from the S&P/BMV IPC Index, with La Comer (Market Perform, P$40...
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Actinver Research - Supermarkets post 2Q24: Sales deceleration with healthy margins (Sector Update)
Supermarket 2Q24 results were overall mixed vs our estimates, with sales decelerating amid mostly calendar headwinds, and La Comer posting the best...
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Actinver Research - Supermarkets: The white space opportunity (Coverage Initiation)
Supermarkets have thus thrived, supported in recent years by pantry loading, eat-at-home trends, omnichannel capabilities, and increasing salaries.
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Actinver Research - Walmex Post 2Q25: The Impact Is Done — Upgrade to Outperform
Post 2Q25 results, Walmex’s stock has been heavily underperforming (10.3% down) the MEXBOL (1.7% down), reaching its lowest level since late 2020.
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Actinver Research - Walmex Day 2025: Investments are the highlight (Quick View)
FY25 Guidance. Walmex is guiding a 20% YoY increase in Capex levels, leading to P$41.8bn, and a record level as a % of sales (at 4%) considering...
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