february ipc
TRANSCRIPT
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8/12/2019 February IPC
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Mexico IPC Index:
HOLT Scorecard & Model Portfolio Strategies
HOLT Scorecard
February 2011
Adam Steffanus
HOLT Investment Products & Analytics
(312)
345
6193
Ian Smith
HOLT Investment Products & Analytics
(312)
345 6184
Jim Murphy
HOLT Sales
(212)
325
0073
Pablo Cossaro
HOLT Sector Specialist, LATAM
(212)
538
5906
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HOLT Investment Products & Analytics
Computer Hardware Price: 126.00 (November 9, 2009)Warranted Price : 165.66 USD (31%)Market Cap : 165.514 USD
HOLT Factors, Illustrated
Operations
Momentum
Valuation (Percent to Best)
Momentum
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Page 3
HOLT Investment Products & Analytics
4.1 4.4 4.1
2.6
4.0
2.0
3.9
2.3 3.0
3.74.9 5.0
2.9
4.6 4.33.6
2.82.0
2.72.1
2.62.0
3.32.2 2.5
3.63.0 3.0
3.6
1.9
3.01.9
1.3 1.5
4.4 3.9
3.9
3.7
3.1
4.5
2.4
4.4 2.72.1
2.3 1.8
3.1
3.4
1.9 2.93.7
3.53.0 4.3
4.1
4.1
2.84.3
2.4
2.22.7 3.0
2.3
3.3 1.6
3.2
2.0 1.8
1.4
4.6
3.53.6
4.9 4.1
4.3 4.53.5
4.4 4.3
2.93.2
3.8
1.7
3.2 2.7 2.6
3.2 3.12.2 1.9 2.5 2.5 1.9
3.52.5 2.5 2.1 2.1
2.82.8
1.8
3.02.6 1.8
2.5
-1
0
1
2
3
4
5
GRUPO
MEXICO(GMEXICOB)
AM
ERICAMOVIL(AMXL)
FEMSA(FMSAUBD)
ALFA(ALFAA)
M
EXICHEM(MEXCHEM)
CONTROLADORACOMERCIALM
EXICANA(COMEUBC)
BOLSAMEXICANADEVALORES(BOLSAA)
GRUPOAEROPORTUARIODELPACIFICO(GAPB)
INDUSTRIAS
PENOLES(PENOLES)
EMBOTELLA
DORASARCA(ARCA)
GENOMMALABIN
TERNACIONAL(LABB)
BANCOCOMPAR
TAMOS(COMPARTO)
GRUMA(GRUMAB)
GRUPOBIMBO(BIMBOA)
WALMEX(WALMEXV)
GRUPO
TELEVISA(TLVACPO)
DESARROLLADORAHOMEX(HOMEX)
GRUPOAEROPORTUARIOD
ELSURESTE(ASURB)
ORGANIZACIONSORIANA(SORIANAB)
CONSORCIOARA(ARA)
CORPO
RACIONGEO(GEOB)
TELMEX(TELMEXL)
GRUPOCOMERCIALCHEDRAUI(CHDRAUIB)
INDUSTRIASCH(ICHB)
GRUPO
CARSO(GCARSOA1)
KIMBERLY-CLARKD
EMEXICO(KIMBERA)
B
ANORTE(GFNORTEO)
TVAZTECA(TVAZTCACPO)
GRUPOM
ODELO(GMODELOC)
URBIDESARROLLOSURBANOS(URBI)
INBURSA(GFINBURO)
CEMEX(CMXCPO)
EMPRESASICA(ICA)
AXTEL(AXTELCPO)
GRUPOELEKTRA(ELEKTRA)
OverallHOLTS
corecardScore
(3.00)
(2.00)
(1.00)
0.00
1.00
2.00
3.00
4.00
5.00
6.00
7.00
8.00
9.00
10.00
11.00
12.00
13.00
14.00
15.00
Operations Valuation Momentum Change from Prior Month Overall Score
HOLT Scorecard IPC Index
February 2011
Data Date March 1, 2011, Scorecard score change relative to January 17th
scores
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Page 4
HOLT Investment Products & Analytics
3.4 2.9 3.5 2.8 3.14.7 4.3
3.54.7
3.6 4.1
2.13.5
2.4 3.0 2.0 2.7 2.8 2.2
3.3 2.7 2.1 1.7
4.74.6 3.8
3.5 3.9
3.93.6
3.4
3.6
3.6 3.1
4.3 1.7
2.8 2.6
2.7 1.9 2.3 2.8 1.7 2.3 2.11.3
3.33.3 3.4
4.1 3.31.7 2.3
3.31.7
2.4 2.3
2.13.3 3.0 2.4 3.2 3.3 2.8 2.7 2.6
1.62.3
2.3
-1
0
1
2
3
4
5
CYDSA(CYDSASAA)
BIO-PAPPEL(PAPPE
L)
GRUPO
MEXICANO
DEDESARROLLO
(GMD)
GRUPO
AEROPORTUA
RIO
DELCENTRO
NORTE
(OMAB)
VITRO
(VITROA)
MEGACABLEHOLDINGS(MEGACPO)
CO
CA-COLAFEMSA(KOF
L)
GR
UPO
HERDEZ(HERDEZ)
FINANCIERAIN
DEPENDENCIA(FINDE
P)
CORPORACIONM
OCTEZUMA(CMOCTE
Z)
GRUPO
CONTINENTAL(CONTA
L)
SAREHOLDING(SAREB)
PROMO
TORAYOPERADORAD
E
INFRAESTRUCTURA(PINFRA)
GRU
PO
GIGANTE(GIGANT
E)
GR
UPO
FAMSA(GFAMSAA)
CIAMIN
ERAAUTLAN(AUTLAN
B)
QUALITASCOMPAN
IADESEGUROS(QCPO)
ALSEA(ALSEA)
GRUPO
SIMEC(SIMEC
B)
GRUPO
MARTI(GMARTI)
CARSO
INFRAESTRUC
TURAYCONSTRUCCIO
N
(CIC
SAB1)
GRUPO
POCHTECA(POCHTECB)
IDEAL(IDEALB
1)
OverallHO
LTScorecardScore
-3.00
-1.00
1.00
3.00
5.00
7.00
9.00
11.00
13.00
15.00Operations Valuation Momentum Change from Prior Month Overall Score
IRT (non-IPC) Members
February 2011
Data Date March 1, 2011, Scorecard score change relative to January 17th
scores
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Page 5
HOLT Investment Products & Analytics
4.24.4 4.1
2.92.9
4.2
2.32.7
4.0 3.7
2.53.2 3.03.3
4.9
3.2
4.2
2.6
5.0
3.4
4.5
2.4
4.63.8
4.34.5
3.12.3
2.93.6
3.0
4.0
2.8 2.4 2.53.23.6 3.2
3.6
2.23.1
1.71.8
3.2
2.01.92.5 2.12.0
2.72.2
1.4
2.8
1.81.82.2
1.4
4.23.8
3.14.8
3.6
3.8
4.44.62.5 2.4
4.32.83.63.3
2.4
3.1
3.6
3.7
2.0
3.8
3.9
3.4
3.3
3.02.1
3.4
3.7
3.5
4.12.93.1
2.8
2.64.2
4.14.22.9
2.5 3.02.5
3.21.44.4
2.3
1.9
2.32.82.3
1.7
3.2 1.41.9
2.2
1.5
1.81.91.9
1.2
4.6
3.3
4.33.6
4.9
3.3
4.43.6
4.54.4
3.74.53.73.6
2.9
3.9
2.3
3.73.0 2.7
1.4
4.0
1.8
2.7 3.0
1.5
2.5
3.52.1
2.52.9
2.1
3.5
2.2 2.52.12.52.5 2.22.1
2.63.6
1.9
3.7
2.7
3.4
2.9 2.7
3.6
1.9
3.03.0
2.81.9
2.62.4 1.3
2.0
2.2
-1
0
1
2
3
4
5
GRUPOMEXICO(GMEXICOB)
AMERICAMOVIL(AMXL)
MEXICHEM(MEXCHEM)
CYDSA(CYDSASAA)
ALFA(ALFAA)
FEMSA(FMSAUBD)
CONTROLADORACOM
ERCIALMEXICANA(COMEUBC)
BIO-PAPPEL(PAPPEL)
BOLSAMEXICANADEVALORES(BOLSAA)
EM
BOTELLADORASARCA(ARCA)
GRUPOAEROPORTUARIODELPACIFICO(GAPB)
INDUSTRIASPENOLES(PENOLES)
GRUPOMEX
ICANODEDESARROLLO(GMD)
GRUPOHERDEZ.(HERDEZ)
GENOMMALABINTERNACIONAL(LABB)
GRUMA(GRUMAB)
COCA-COLAFEMSA(KOFL)
VITRO(VITROA)
BANCO
COMPARTAMOS(COMPARTO)
CORPORA
CIONMOCTEZUMA(CMOCTEZ)
MEGACABLEHOLDINGS(MEGACPO)
GRUPOAEROPORTUAR
IODELCENTRONORTE(OMAB)
GRUPOBIMBO(BIMBOA)
GRUPOTELEVISA(TLVACPO)
WALMEX(WALMEXV)
FINANC
IERAINDEPENDENCIA(FINDEP)
DESAR
ROLLADORAHOMEX(HOMEX)
GRUPOAEROPOR
TUARIODELSURESTE(ASURB)
CORPORACIONGEO(GEOB)
GRUPOCOM
ERCIALCHEDRAUI(CHDRAUIB)
ORGAN
IZACIONSORIANA(SORIANAB)
G
RUPOCONTINENTAL(CONTAL)
GRUPOCARSO(GCARSOA1)
CONSORCIOARA(ARA)
TELMEX(TELMEXL)
INDUSTRIASCH(ICHB)
BANORTE(GFNORTEO)
KIMBERLY
-CLARKDEMEXICO(KIMBERA)
TVAZTECA(TVAZTCACPO)
GRUPOMODELO(GMODELOC)
URBID
ESARROLLOSURBANOS(URBI)
PROMOTORAYOPERADORAD
EINFRAESTRUCTURA(PINFRA)
SAREHOLDING(SAREB)
C
IAMINERAAUTLAN(AUTLANB)
INBURSA(GFINBURO)
GRUPOGIGANTE(GIGANTE)
GRUPOSIMEC(SIMECB)
GRUPOFAMSA(GFAMSAA)
QUALITASCOMPANIADESEGUROS(QCPO)
CEMEX(CMXCPO)
GRUPOMARTI(GMARTI)
ALSEA(ALSEA)
EMPRESASICA(ICA)
GRUPOELEKTRA(ELEKTRA)
G
RUPOPOCHTECA(POCHTECB)
AXTEL(AXTELCPO)
CARSOINFRAESTRUCTUR
AYCONSTRUCCION.(CICSAB1)
IDEAL(IDEALB1)
OverallHOLTS
corecardScore
(3.00)
(2.00)
(1.00)
0.00
1.00
2.00
3.00
4.00
5.00
6.00
7.00
8.00
9.00
10.00
11.00
12.00
13.00
14.00
15.00
Operations Valuation Momentum Change from Prior Month Overall Score
HOLT Scorecard IRT
February 2011
Data Date March 1, 2011, Scorecard score change relative to January 17th
scores
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8/12/2019 February IPC
6/6
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