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. 
Through solid statistical and computational tools we generate targeted investment strategies for clients with advanced investment profiles such as pension funds, hedge funds and others.

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

Coca-Cola Femsa SAB de CV / Equity Bottom-Up

<ul><li>Sales grew 10% YoY to P$70.2bn, above our estimates and consensus, and despite consolidated volumes contracting 2.2% YoY, vs our flattish expectations; volumes contracted in Mexico & Central America.</li><li>Excluding FX tailwinds, sales grew 5.9% YoY, and average price per UC, meanwhile, grew 12.7% YoY.</li><li> Profitability was mostly better than expected, driven by cost efficiencies and lower raw material costs, such as sweeteners, while partially offset by FX headwinds from USD-denominated raw materials.</li></ul>

Sales grew 10% YoY to P$70.2bn, above our estimates and consensus, and despite consolidated volumes contracting 2.2% YoY, vs our flattish expectations; volumes contracted in Mexico & Central America.Excluding FX tailwinds, sales grew 5.9% YoY, and average price per UC, meanwhile, grew 12.7% YoY. Profitability was mostly better than expected, driven by cost efficiencies and lower raw material costs, such as sweeteners, while partially offset by FX headwinds from USD-denominated raw materials.

Actinver Research - KOF 1Q25: Healthy results (Quick View)