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Latin America
Insights on Latin America (LATAM)
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bullish
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Macroeconomics
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04 Nov 2024 23:01
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Syndicated
Actinver Research - Consumer post 3Q24: Sales deceleration while trying to protect margins
Having recently launched our Food & Bev coverage (link to report here), we reiterate our Outperform ratings in beverage companies AC (PT down to...
Actinver
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93 Views
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bullish
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Petroleos Mexicanos
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04 Nov 2024 21:02
PEMEX 3Q24: Government Support Continues to Strengthen
PEMEX's reclassification and payment program will help spread compression, but vulnerability and reliance on government support remain key concerns.
Leandro Gubler
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148 Views
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bullish
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La Comer
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04 Nov 2024 10:42
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Syndicated
La Comer 3Q24: In-Line Solid Results
Revenues of P$10.6bn grew 10.5% YoY and were slightly ahead of our estimates. SSS of 7.6% YoY was in line with our estimates and better than peers’.
Actinver
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148 Views
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bullish
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Quantitative Analysis
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04 Nov 2024 09:00
Screening for GEMs: November 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
Wium Malan, CFA
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99 Views
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bullish
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Thematic (Sector/Industry)
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02 Nov 2024 15:47
GEMWeekly (1 Nov 2024): China New Home Sales Growth; South Korea Macro; Alibaba, TSMC, PDD
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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