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...
154 Views
Actinver Research - Walmex 3Q24: SSS Deceleration and Margin Contraction as Expected (Quick View)
Revenues of P$230.2bn were 8% higher YoY, and slightly (0.5%) below our estimates, with SSS in Mexico of 4.5% (vs our 4.9% estimates), driven by...
128 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...
263 Views
Actinver Research - La Comer: Joining S&P/BMV IPC positive for the stock
On Friday (9/6/24), S&P Dow Jones Indices announced preliminary rebalancing results from the S&P/BMV IPC Index, with La Comer (Market Perform, P$40...
245 Views
Actinver Research - Supermarkets post 2Q24: Sales deceleration with healthy margins (Sector Update)
Supermarket 2Q24 results were overall mixed vs our estimates, with sales decelerating amid mostly calendar headwinds, and La Comer posting the best...
162 Views