Actinver Research - Genomma Lab 3Q24: Strong across the board (Quick View)
Revenues of P$5.1bn grew 15.9% YoY and were 6.8% above our estimates, supported by healthy growth across all regions. For a second consecutive...
129 Views
Actinver Research - Genomma Lab: 2Q24 – Strong results across the board (Earnings Review)
Better-than-expected 2Q24 results throughout the P&L. While we had already forecasted healthy profitability ahead, we are raising our...
162 Views
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...
151 Views
Kimberly-Clark De Mexico-A - Actinver Research - Supermarkets & HPC: 3Q24 Preview
We are updating our models ahead of 3Q24 Results; we downgrade Kimberly-Clark de Mexico to Market Perform (from Outperform), while lowering our PT...
260 Views
Actinver Research - Health & Personal Care: Healthy revaluation expected (Coverage Initiation)
Within Consumer, we see Health & Personal Care as mostly defensive. While perfect conditions are hard to align, or remain, these days, we see...
224 Views