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. 
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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.

Equity Bottom-Up

Kimberly-Clark De Mexico-A / Equity Bottom-Up

<ul><li>Better-than-expected 2Q24 results leads a more positive outlook.</li><li>While we had already forecasted healthy profitability ahead, we are raising our FY24E-25E estimates at the margin level, while leaving our top-line estimates fairly unchanged.</li><li>We continue to see KCM with healthy brand power, able to pass through potential cost headwinds and leveraging on potentially improving product mix.</li></ul>

Better-than-expected 2Q24 results leads a more positive outlook.While we had already forecasted healthy profitability ahead, we are raising our FY24E-25E estimates at the margin level, while leaving our top-line estimates fairly unchanged.We continue to see KCM with healthy brand power, able to pass through potential cost headwinds and leveraging on potentially improving product mix.

Actinver Research - Kimberly-Clark de Mexico: 2Q24 – Keeping it rolling