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

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<li>ARA (Outperform): ARA’s financial figures came in line with our estimates.</li>
<li>Although the housing volume gained +2% YoY, the average selling price contracted -6%, reflecting higher participation of the affordable level in the company’s sales mix.</li>
<li>However, it is worth noting that ARA’s margin expansion remained positive, gaining +0.9 pp in its EBITDA margin to 14.8%.</li>
</ul>


ARA (Outperform): ARA’s financial figures came in line with our estimates.
Although the housing volume gained +2% YoY, the average selling price contracted -6%, reflecting higher participation of the affordable level in the company’s sales mix.
However, it is worth noting that ARA’s margin expansion remained positive, gaining +0.9 pp in its EBITDA margin to 14.8%.


ARA (Outperform): Results 1Q24; The Margin Expansion Continues

Consorcio ARA

ARA (Outperform): Results 1Q24; The Margin Expansion Continues