Actinver Research | 2025 NYC Roadshow Actinver Análisis

Actinver 2025 NYC Roadshow: Insight-driven access to Mexico

A strategic gateway to Mexican markets, backed by deep analyst expertise and on-the-ground insight.

The latest

Mexico Macro Economy

Inflation 2h–Nov: increase driven by Buen Fin and agricultur...

Dec 09, 2025

For the second fortnight of November, inflation stood at 0.24% bw, supported by the rebound in merch...

Real Estate - Industrial, Commercial & Offices

Real Estate Update

Dec 09, 2025

Industrial real estate companies once again delivered solid operational results in 3Q25, a trend we ...

Highway

Attractive Yields Supported by a Positive Outlook

Dec 08, 2025

Mexico's infrastructure competitiveness remains among the top in Latin America. According to the W...

Consumer Discretionary

TBBB: Big, Bold, and more than Branding

Dec 05, 2025

In the midst of a challenging consumption environment in Mexico, companies have remained competitive...

Transportation

Solid Top Line but With EBITDA Margin Contraction

Nov 11, 2025

The Mexican transport sector posted another quarterly result with solid top-line performance suppo...

Real Estate

Post 3Q25 Update

Nov 10, 2025

We continue to observe mixed performance across our Real Estate coverage. Industrial Real Estate com...

Cement

Although a Challenging Environment, Profits Improved Signifi...

Nov 04, 2025

We Maintain Our Outperform Ratings Although the environment remained challenging (with still bad ...

Preview

Mexico Equity Research: 3Q25

Oct 14, 2025

A meaningful recovery is still pending; soft conditions across most industries remain, with weather ...

Health & Personal Care

Genomma Lab: Model Update Post 2Q25

Aug 13, 2025

We reiterate our Outperform rating, while slightly lowering our PT to P$29 (from P$30) post quiet pe...

Real Estate - Hotels

A Long and Winding Road

Jul 08, 2025

Hotel companies have mostly reached pre-pandemic levels, but the road hasn’t been easy, and growth i...

Review

Mexico Equity Research: 1Q25 - Mostly unshattered

May 13, 2025

Despite currently soft conditions, with most of the 1H25 noise in the rearview mirror and an expecte...

Actinver 2026 Outlook

Mexico

GDP (YoY)1.6%
Headline Inflation4.1%
Core Inflation4.5%
Reference Rate6.50%
USD MXN (pesos per dollar)$19.20

USA

GDP (YoY)1.9%
General Inflation2.4%
Reference Rate (upper bound) 3.25%
EUR USD (dollars per euro)$1.19

Markets

S&P 500 (points)7,500
MSCI Europe (points)2,700
Mexican Stock Market - IPC (points)72,000
Gold4,500

Last update: House View - December 2025

Key differentiating factors

Data-Driven Equity Insights:

We deliver robust investment theses built on quantitative and qualitative analysis, supported by one of the broadest Mexican equity coverage universes.

Strong Local Presence:

On-the-ground research, site visits, and deep stakeholder relationships enhance our ability to identify sector-specific opportunities and risks.

Leading Macro Perspective:

A top-tier macro team provides comprehensive analysis of global and domestic dynamics, with a specialized focus on Mexico and its integration with the U.S.

Holistic Market Intelligence:

Award-winning forecasts, sector insights, and independent political analysis offer investors a complete, high-conviction view of Mexico’s economic and market landscape..