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...
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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...
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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...
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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...
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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...
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