Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC) Q1 2024 Earnings Conference Call April 24, 2024 11:00 AM ET Company Participants Alejandra Soto – IRORaul Revuelta – CEOSaul Villarreal – CFO Conference Call Participants Rodolfo Ramos – Bradesco BBIStephen Trent – CitiGuilherme Mendes – JPMorganAlejandro Fuchs – Itau GroupPablo Monsivais – BarclaysGabriel Himelfarb – ScotiabankErnst…
Grupo Financiero Banorte, S.A.B. de C.V. (OTCQX:GBOOF) Q1 2024 Earnings Call Transcript April 17, 2024 11:00 AM ET Company Participants Tomas Lozano – Head of Corporate Development, Investor RelationsMarcos Ramirez – Chief Executive OfficerRafael Arana – Chief Financial OfficerFernando Soberon – Managing Director, Annuities and PensionsJosé Francisco Martha González – MD Digital Banking Conference Call…
Natalia SO/iStock Editorial via Getty Images Argentina’s banking system has long been a fragmented one, with no major bank, not even the state-owned Banco Nacion, holding a dominant share of system assets. But ongoing economic turbulence and the rise of a new economic regime under President Javier Milei mark a potential step-change in future industry…
Thomas Barwick In September 2023, I put a buy rating on OMAB stock and while I do believe airport stocks do offer compelling investments capitalizing on long-term trends in the air travel markets, the stock lost around 20% of its value. The decline in stock prices was driven by regulatory changes to the tariff rules…
Grupo Bimbo, S.A.B. de C.V. (OTCQX:GRBMF) Q4 2023 Results Conference Call February 19, 2024 6:00 PM ET Company Participants Daniel Servitje – CEO Diego Gaxiola – CFO Rafael Pamias – COO Mark Bendix – EVP North America Conference Call Participants Renata Cabral – Citigroup Alvaro Garcia – BTG Pactual Ulises Argote – JPMorgan Federico Galassi…
Armando Oliveira/iStock via Getty Images Grupo Financiero Galicia S.A. (NASDAQ:GGAL) is recognized as one of Argentina’s largest financial institutions with diversified operations across banking, insurance, and asset management. Despite the historically difficult economic environment in the country, GGAL has emerged as a surprising winner with shares more than doubling over the past year. The setup…
Grupo Bimbo, S.A.B. de C.V. (OTCPK:GRBMF) Q3 2023 Earnings Conference Call October 26, 2023 7:00 PM ET Company Participants Rafael Pamias – COO Diego Gaxiola – CFO Mark Bendix – EVP Conference Call Participants Fernando Olvera – Bank of America Merrill Lynch Ricardo Alves – Morgan Stanley Ben Theurer – Barclays Felipe Ucros – Scotiabank…
statu-nascendi This Analysis Suggests a Hold Rating for Grupo México, S.A.B. de C.V. This analysis changes the view on shares of Grupo México, S.A.B. de C.V. (OTCPK:GMBXF), a Mexican copper miner as well as freight transport operator and infrastructure company worldwide, from a previous Sell rating to a Hold rating. From now on, this article…
RoamingPanda/iStock Editorial via Getty Images Summary Grupo Aeroportuario del Pacífico (NYSE:PAC) shares were hit hard last week at one point down 32% to US$109, on a surprise announcement that the Mexican airport regulator apparently changed the formula by which the three Mexican airport groups charge for services i.e. generate regulated revenue. The company press release…
Scott Olson It’s been a rough year for packaged foods companies, with some names (Campbell Soup (CPB), Flowers Foods (FLO),and Kellanova (K)) down more than 20%. Mexico’s Grupo Bimbo (OTCPK:BMBOY)(OTCPK:GRBMF)(BIMBOA.MX) has done better than most, declining only slightly since the start of the year and about 7% since my last update on the company (the…
Elijah-Lovkoff/iStock Editorial via Getty Images There are several ways to capitalize on the recovery and return-to-growth of air travel. The most straightforward one is investment in airlines, though I consider airlines to be somewhat risky due to their stock price fluctuation on oil price data, capacity and fare change and macro-economic indicators. Airports are another…
Grupo Aval Acciones y Valores S.A. (NYSE:AVAL) Q2 2023 Results Conference Call August 17, 2023 10:00 AM ET Company Participants Luis Carlos Sarmiento Gutierrez – Chief Executive Officer Diego Fernando Solano Saravia – Chief Financial Officer Conference Call Participants Nicolas Riva – Bank of America Yuri Fernandes – JPMorgan Operator Welcome to Grupo Aval’s Second…