External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Wal-Mart de Mexico SAB de CV / Equity Bottom-Up

Wal-Mart de Mexico SAB de CV (WALMEX* MM EQUITY)

<ul><li>Mexican market attractiveness discussed, focusing on Walmart de Mexico y Centroamerica (Walmex)</li><li>Mexican equities de-rated due to government policies, leading to discounted valuations for quality businesses like Walmex</li><li>Walmex, largest retailer in Mexico and Central America with 3,901 stores, seen as well-run, high-quality business and long-term investment opportunity</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Mexican market attractiveness discussed, focusing on Walmart de Mexico y Centroamerica (Walmex)Mexican equities de-rated due to government policies, leading to discounted valuations for quality businesses like WalmexWalmex, largest retailer in Mexico and Central America with 3,901 stores, seen as well-run, high-quality business and long-term investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Walmex De Mexico (WALMEX *) - Thursday, Oct 31, 2024

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.

Kimberly-Clark De Mexico-A / Equity Bottom-Up

<ul><li>We are updating our models ahead of 3Q24 Results; we downgrade Kimberly-Clark de Mexico to Market Perform (from Outperform), while lowering our PT to P$35 (from P$42).</li><li>While the company’s cost initiatives are expected to continue paying off, we are updating our margin forecasts amid FX headwinds impacting c.60% of the company’s COGS.</li><li>Nonetheless, we expect the company to remain within the 25-27% EBITDA margin target.</li></ul>

We are updating our models ahead of 3Q24 Results; we downgrade Kimberly-Clark de Mexico to Market Perform (from Outperform), while lowering our PT to P$35 (from P$42).While the company’s cost initiatives are expected to continue paying off, we are updating our margin forecasts amid FX headwinds impacting c.60% of the company’s COGS.Nonetheless, we expect the company to remain within the 25-27% EBITDA margin target.

Kimberly-Clark De Mexico-A - Actinver Research - Supermarkets & HPC: 3Q24 Preview

Mexico

Wal-Mart de Mexico S.A.B. de C.V. retails food, clothing, and other merchandise under a variety of store formats. The Company operates Wal-Mart Supercenters, Sam's Club wholesale outlets, Bodega discount stores and Superama supermarkets.

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Walmex De Mexico (WALMEX *) - Thursday, Oct 31, 2024

Walmex, largest retailer in Mexico and Central America with 3,901 stores, seen as well-run, high-quality business and long-term investment opportunity

Value Investors Club (VIC)

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...

Actinver