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La Comer. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Premium Grocery Expansion Will Create Future Market Success
Key Takeaways Expansion of premium formats and unique assortments in affluent areas is fueling sustainable growth in sales, margins, and customer loyalty. Investments in omni-channel presence, supply chain, and private labels are boosting efficiency, digital reach, and resilience against market challenges.
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Mex$47.50
FV
15.8% undervalued
intrinsic discount
11.60%
Revenue growth p.a.
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0
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Alsea. de
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Latin And European Urbanization And Digital Platforms Will Redefine Dining
Key Takeaways Aggressive digitalization, menu innovation, and strategic remodelings are accelerating customer retention, operating leverage, and positioning for significant outperformance in sales and earnings growth. Unique scale and data-driven monetization are driving higher customer spend, recurring revenues, and ongoing margin expansion-setting Alsea apart from competitors amid industry shifts.
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Mex$74.08
FV
23.7% undervalued
intrinsic discount
8.99%
Revenue growth p.a.
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0
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Banco del Bajío Institución de Banca Múltiple
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Channels And SME Lending Will Drive Mixed Outcomes
Key Takeaways Accelerated digital transformation and targeted SME strategies are driving operational efficiency, higher customer engagement, and sustainable revenue growth. Loan book diversification and superior asset quality management support margin resilience and limit credit losses, positioning the bank for stable long-term earnings.
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Mex$58.41
FV
25.8% undervalued
intrinsic discount
6.95%
Revenue growth p.a.
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0
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3
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Consorcio ARA S. A. B. de C. V
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
2025 Housing Projects And Residential Expansion Will Drive Future Success
Key Takeaways Focus on middle income and residential segments, plus new projects, could drive revenue growth with higher prices and demand. Cost optimization and government housing program participation may enhance margins and create new revenue streams.
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Mex$6.92
FV
52.9% undervalued
intrinsic discount
6.04%
Revenue growth p.a.
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0
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2 days ago
author updated this narrative
CEMEX. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Leadership And Project Cutting Edge Will Streamline Operations
Key Takeaways Strategic focus on sustainable growth and cost savings initiatives aims to boost revenue growth, net margins, and operational efficiency. Streamlining corporate operations and pursuing strategic acquisitions may enhance shareholder returns and earnings.
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Mex$16.69
FV
7.1% undervalued
intrinsic discount
3.36%
Revenue growth p.a.
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0
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10
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2 days ago
author updated this narrative
Fibra Danhos
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Cuautitlán II And Palomas Expansion Will Secure Future Stability
Key Takeaways Expansion in high-demand logistics areas and strong retail lease spreads are expected to boost future revenue and improve earnings. Strong balance sheet with low leverage and high credit rating allows favorable refinancing, supporting growth and improved net margins.
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Mex$25.73
FV
3.8% undervalued
intrinsic discount
7.68%
Revenue growth p.a.
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0
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3
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2 days ago
author updated this narrative
GCC. de
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Upgraded Texas Cement Facilities Will Fuel Sustainable Progress
Key Takeaways Expansion of production capacity and cost optimization measures are set to strengthen margins and maintain growth despite industry volatility. Sustainability initiatives and involvement in large infrastructure projects support premium pricing and offer stable, long-term demand visibility.
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Mex$234.56
FV
23.0% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
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0
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2
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2 days ago
author updated this narrative
R A
Regional. de
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Nuevo And Mexico City Expansion Will Create Future Opportunities
Key Takeaways Strategic expansion and technology upgrades in key regions are enhancing market positioning, driving revenue growth through improved customer experience and acquisition. Operational efficiency and diversified revenue streams from nonfinancial sectors strengthen earnings resilience and support sustainable profitability and stable net margins.
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Mex$165.91
FV
13.4% undervalued
intrinsic discount
11.72%
Revenue growth p.a.
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0
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1
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2 days ago
author updated this narrative
FibraHotel
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Mexico City Tourism And Renovations Will Drive A Bright Future
Key Takeaways RevPAR growth in urban centers, property renovations, and brand partnerships are strengthening revenue, pricing power, and operational efficiencies for sustainable earnings. Disciplined debt management and increased sustainability efforts enhance margins, institutional appeal, and position the company for selective expansion and long-term revenue growth.
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Mex$9.50
FV
5.8% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
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0
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2 days ago
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