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.

Thematic (Sector/Industry)

Mexico Financials / Thematic (Sector/Industry)

<ul>
<li>The World Cup tailwind might prove to be less positive than previously expected, and there might be some overhang risks in 2H26.</li>
<li>For another quarter, we are overall below consensus, yet the gap is lower vs. in the previous 2 quarters.</li>
<li>Amid some PT updates to the downside, we update our FY26 year-end and 12M MEXBOL PTs to 71,000 and 75,500, respectively (2.5% lower on average).</li>
</ul>


The World Cup tailwind might prove to be less positive than previously expected, and there might be some overhang risks in 2H26.
For another quarter, we are overall below consensus, yet the gap is lower vs. in the previous 2 quarters.
Amid some PT updates to the downside, we update our FY26 year-end and 12M MEXBOL PTs to 71,000 and 75,500, respectively (2.5% lower on average).


Actinver Research - Mexico Equity Research: 2Q25 Preview