Actinver Research - Macro Daily: Inflation Forecast (2h-Mar)
We expect inflation for the second half of March to come in at 0.30% biweekly (bw), above the historical average, due to a rebound in agricultural...
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Actinver Research - Walmex Day 2025: Investments are the highlight (Quick View)
FY25 Guidance. Walmex is guiding a 20% YoY increase in Capex levels, leading to P$41.8bn, and a record level as a % of sales (at 4%) considering...
288 Views
Actinver Research - Genomma Lab 4Q24: Strong finish and positive outlook
Revenues of P$4.7bn grew 32.4% YoY, supported by healthy growth across all regions and FX tailwinds (e.g., U.S. sales grew 1.8% in local currency,...
197 Views
Actinver Research - Macro Daily: Industrial Activity
Even though companies in the US anticipated tariffs by importing a record of intermediate goods, this was not reflected in domestic manufacturing.
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Diversified Revenues and Cost Contention Supported Solid Results
The Mexican transport sector posted another positive quarterly result. The company’s efforts to contain costs, a better tariff environment, and...
287 Views