Covering the Mexican Economy, Actinver Research

Actinver

Our product offering is based on award winning forecasts and a deep understanding of artificial intelligence tools. 
We cover the Mexican economy with in-depth sector and state knowledge, as well as the integration with the U.S., providing high added value studies. 
To provide comprehensive coverage, we analyze the main macroeconomic variables, sectors, indexes and market information. 
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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.

Equity Bottom-Up

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

<ul><li>Amid a more cautious view on FX we are lowering our estimates ahead of results.</li><li>With c.60% of its raw materials dollarized —and fairly minimal sales exposure to the same currency—, Kimberly-Clark de México is in our view one of the most impacted companies amid recent FX turmoil.</li><li>We thus lower our 4Q24 estimates onwards at the margin level, while slightly lowering our sales estimates.</li></ul>

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 sales exposure to the same currency—, Kimberly-Clark de México is in our view one of the most impacted companies amid recent FX turmoil.We thus lower our 4Q24 estimates onwards at the margin level, while slightly lowering our sales estimates.

Actinver Research - Kimberly-Clark de Mexico: 4Q24 Preview