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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$6.88
FV
51.9% undervalued
intrinsic discount
6.57%
Revenue growth p.a.
Set Fair Value
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$17.44
FV
18.5% undervalued
intrinsic discount
3.36%
Revenue growth p.a.
Set Fair Value
0
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10
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2 days ago
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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$24.30
FV
0.8% overvalued
intrinsic discount
8.86%
Revenue growth p.a.
Set Fair Value
0
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0
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3
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2 days ago
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GCC. de
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
US Infrastructure And Odessa Expansion Will Drive Efficiency
Key Takeaways Strategic expansion and capital allocation in infrastructure and energy sectors are expected to drive future revenue growth and stabilize earnings amidst market uncertainties. Investments in sustainability and operational efficiency, including carbon capture and employee training, could enhance net margins and meet evolving regulatory and market demands.
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Mex$239.66
FV
26.8% undervalued
intrinsic discount
7.62%
Revenue growth p.a.
Set Fair Value
0
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0
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2
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2 days ago
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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$166.17
FV
15.3% undervalued
intrinsic discount
11.26%
Revenue growth p.a.
Set Fair Value
0
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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
4.8% undervalued
intrinsic discount
7.41%
Revenue growth p.a.
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0
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0
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2 days ago
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Grupo Traxión. de
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Solistica Acquisition And Cargo Modernization Will Expand Market Opportunities
Key Takeaways The Solistica acquisition and modernization of the cargo division are expected to enhance revenue growth and improve efficiency, positively impacting margins. Expansion in key markets and a focus on ESG initiatives could drive revenue growth, reduce costs, and enhance brand value.
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Mex$37.40
FV
53.7% undervalued
intrinsic discount
9.82%
Revenue growth p.a.
Set Fair Value
1
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0
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3
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2 days ago
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Gruma. de
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Better For You Product Line Expansion Will Open Global Markets
Key Takeaways Growth of the Better For You line in the U.S. retail channel will continue driving revenue through consistent annual performance. Capacity expansion in Central America and increased European distribution enhance sales potential, supporting EBITDA growth and profitability.
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Mex$413.18
FV
21.2% undervalued
intrinsic discount
3.76%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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2 days ago
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Controladora Vuela Compañía de Aviación. de
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Airline Will Capture VFR Traffic And Tech For Future Connectivity
Key Takeaways Strategic focus on VFR traffic and geopolitical adaptability positions Volaris for stable revenue growth and margin protection. Ancillary revenues and technological advancements support profitability and enhance customer experience by optimizing sales channels and reducing costs.
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Mex$22.38
FV
61.9% undervalued
intrinsic discount
11.05%
Revenue growth p.a.
Set Fair Value
0
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3
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2 days ago
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