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

<ul>
<li>Soft conditions across several industries remain, and for another quarter we mostly lower our estimates and are overall below consensus.</li>
<li>We now forecast FY26 year-end and 12M MEXBOL PTs of 73,500 and 74,500, respectively.</li>
<li>In Consumer, we are mostly lowering our PTs (-4% on a median basis), as we expect continued consumer softness in both Mexico and the U.S., along with FX headwinds.</li>
</ul>


Soft conditions across several industries remain, and for another quarter we mostly lower our estimates and are overall below consensus.
We now forecast FY26 year-end and 12M MEXBOL PTs of 73,500 and 74,500, respectively.
In Consumer, we are mostly lowering our PTs (-4% on a median basis), as we expect continued consumer softness in both Mexico and the U.S., along with FX headwinds.


액틴버 리서치 - 멕시코 주식 분석: 2025년 4분기 전망