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.

Macroeconomics

Fomento Economico Mexica-Ubd (FEMSAUBD MM)

<ul>
<li>A meaningful recovery is still pending; soft conditions across most industries remain, with weather headwinds and FX impacting some companies.</li>
<li>For yet another quarter, we forecast average margin contraction for our covered companies, a trend that seems to be lingering for the rest of the year.</li>
<li>In Consumer, we are mostly lowering our PTs, -2% on a median basis, as we expect continued consumer softness in both Mexico and the U.S.; FX is expected to be less of a factor YoY. </li>
</ul>


A meaningful recovery is still pending; soft conditions across most industries remain, with weather headwinds and FX impacting some companies.
For yet another quarter, we forecast average margin contraction for our covered companies, a trend that seems to be lingering for the rest of the year.
In Consumer, we are mostly lowering our PTs, -2% on a median basis, as we expect continued consumer softness in both Mexico and the U.S.; FX is expected to be less of a factor YoY. 


Actinver Research - Mexico Equity Research: 3Q25 Preview