Società Alfa S.A.B. de C.V.

Azioni

ALFA A

MXP000511016

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Consensus Analisti

Attività

Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

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Società del gruppo

Settore

Vendite per attività

Vendite per regione

Rating per Alfa S.A.B. de C.V.

Utili trimestrali - Indice di sorpresa

Settore Conglomerati di beni di consumo

Prezzo di chiusura Mexican S.E. Altri mercati azionari 00:00:00 26/04/2024			Variaz. 5gg	Var. 1 gen.
12,88 ^MXN	+0,63%		+6,71%	-5,57%

24/04	Transcript : Alfa S.A.B. de C.V., Q1 2024 Earnings Call, Apr 24, 2024
23/04	L'azienda messicana Alfa passa all'utile nel primo trimestre	RE

Alfa SAB de CV è una holding con sede in Messico, che gestisce un portafoglio di filiali diversificate. Il suo portafoglio comprende Sigma, produttore, commercializzatore e distributore di alimenti con diversi marchi in Messico, Stati Uniti, Europa e America Latina; Alpek, produttore di poliestere, in particolare di acido tereftalico purificato (PTA), polietilene tereftalato (PET) e fibre, e offre al mercato messicano, tra gli altri, polistirolo espandibile (EPS) e caprolattame; Nemak, fornitore di soluzioni di alleggerimento per l'industria automobilistica e specializzato nello sviluppo e nella produzione di componenti in alluminio per la struttura di propulsione e carrozzeria; Axtel, fornitore di tecnologia dell'informazione e servizi di comunicazione per le imprese, il governo e i mercati residenziali attraverso i suoi marchi Alestra e Axtel, e Newpek, che è una società di esplorazione e produzione di petrolio e gas con attività in Messico e negli Stati Uniti.

Numero di dipendenti: 53 521

MXN in Milioni	2022	Peso	2023	Peso	Delta
Sigma 51,8 %	149 311	41,0 %	150 837	51,8 %	+1,02%
Alpek 47,4 %	212 266	58,3 %	138 050	47,4 %	-34,96%
Other Segments and Eliminations 0,8 %	2 287	0,6 %	2 321	0,8 %	+1,49%

MXN in Milioni	2022	Peso	2023	Peso	Delta
Mexico 44,1 %	98 298	27,0 %	128 487	44,1 %	+30,71%
United States 23,9 %	118 955	32,7 %	69 705	23,9 %	-41,40%
Europe and Other Countries 21,7 %	71 565	19,7 %	63 221	21,7 %	-11,66%
Central and South America 9,4 %	70 165	19,3 %	27 478	9,4 %	-60,84%
Canada 0,8 %	4 881	1,3 %	2 317	0,8 %	-52,53%

Dirigenti	Titolo	Età	Da
Álvaro Fernández Garza CEO	Chief Executive Officer	56	01/04/91
Eduardo Alberto Escalante Castillo DFI	Director of Finance/CFO	66	01/01/81
Armando Garza Sada CHM	Chairman	66	01/01/78
Juan Carlos Calderón Rojas BRD	Director/Board Member	-	01/01/05
Hernán Federico Lozano Garcia Corral IRC	Investor Relations Contact	-	01/03/19
Carlos Jiménez Barrera AUD	Comptroller/Controller/Auditor	69	01/01/76

Amministratori	Titolo	Età	Da
Francisco Javier Fernández-Carbajal BRD	Director/Board Member	69	01/03/10
Claudio Xavier González Laporte BRD	Director/Board Member	86	01/12/87
Adrián G. Sada Cueva BRD	Director/Board Member	49	01/03/21
Armando Garza Sada CHM	Chairman	66	01/01/78
Enrique Luis Castillo Sánchez Mejorada BRD	Director/Board Member	67	01/03/10
Álvaro Fernández Garza CEO	Chief Executive Officer	56	01/04/91
Alejandro Ramirez Magaña BRD	Director/Board Member	51	01/02/18
Guillermo Francisco Vogel Hinojosa BRD	Director/Board Member	74	01/04/08
Juan Carlos Calderón Rojas BRD	Director/Board Member	-	01/01/05
David Manuel Martínez Guzmán BRD	Director/Board Member	65	01/03/10

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	4 818 823 020	633 486 934 ( 13,15 %)	0	13,15 %

Nome	Azioni	%	Valorizzazione
Famiglia Garza Sada 35,00 %	1 686 588 057	35,00 %	1 262 M $
GBM Administradora de Activos, SA de CV SOSI 1,211 %	58 350 080	1,211 %	44 M $
BBVA Bancomer Gestión S.A. de C.V. SOFI 0,7775 %	37 464 030	0,7775 %	28 M $
Operadora Inbursa de Fondos de Inversión SA de CV 0,5666 %	27 304 658	0,5666 %	20 M $
BlackRock México Operadora SA de CV SOFI 0,4092 %	19 720 547	0,4092 %	15 M $
Impulsora del Fondo México SC 0,2283 %	11 000 000	0,2283 %	8 M $
Amundi Asset Management SA (Investment Management) 0,2127 %	10 250 322	0,2127 %	8 M $
State Street Global Advisors Ltd. 0,1805 %	8 697 935	0,1805 %	7 M $
Operadora de Fondos Banorte SA de CV 0,1772 %	8 538 525	0,1772 %	6 M $
Gartmore Investment Ltd. 0,1610 %	7 757 000	0,1610 %	6 M $

Alfa SAB de CV

Avenida Gómez Morín Sur No. 1111 Colonia Carrizalejo

66254, San Pedro Garza García

+52 81 8748 1111

http://www.alfa.com.mx

Nome	Categoria e settore
ALPEK, S.A.B. DE C.V.	Chemicals: Specialty
SIGMA ALIMENTOS SA DE CV	Food: Specialty/Candy
AXTEL, S.A.B. DE C.V.	Major Telecommunications
Akra Polyester SA de CV Akra Polyester SA de CV TextilesProcess Industries Part of Alfa SAB de CV, Akra Polyester SA de CV is a leading manufacturer of filaments and polymers of polyester for textile and industrial use. The private company is based in Garza García, Mexico and distributes its products in the United States, Canada, Colombia, Argentina, Central America, and Europe. With over 60 years of experience, the Mexican company offers a range of products including texturized filament, rigid filament, and pre-organic filament for various applications such as flat tissue, circular tissue, tricot, tricot dyed, upholstery for seats, sportswear, denim, uniforms, socks, mattresses, and furniture. Akra Polyester is committed to providing guaranteed quality, environmental sustainability, and technical support to its customers. Akra Polyester SA de was acquired by Alpek SAB de CV from Teijin Ltd. on March 31, 2005.	Textiles
NEMAK, S. A. B. DE C. V.	Auto Parts: OEM
DAK Americas LLC DAK Americas LLC Chemicals: SpecialtyProcess Industries DAK Americas LLC manufactures and supplies polyester resins, and polyester staple fibers. It comprised of four business units: Polyethylene Terephthalate Resins, Polyesters Staple Fibers, Monomers and ingredients, and Specialty Polymers. The firm’s products are used in the production of various textiles to make apparel, home furnishings, and items, such as tea bags and diapers. The company was founded in 2001 and is headquartered in Charlotte, NC.	Chemicals: Specialty
Grupo Petrotemex SA de CV Grupo Petrotemex SA de CV TextilesProcess Industries Grupo Petrotemex SA de CV provides petrochemical services. The firm specializes in purified terephthalic acid, polyester staple fiber and polyethylene terephthalate. The company was founded in 1978 and is headquartered in Monterrey, Mexico.	Textiles
Nemak Dillingen GmbH Nemak Dillingen GmbH Auto Parts: OEMProducer Manufacturing Part of Nemak SAB de CV, Nemak Dillingen GmbH is a private company that manufactures and markets engine blocks and cylinder heads for passenger cars. Nemak Dillingen GmbH is based in Dillingen, Germany. The CEOs of the German company are Klaus Lellig and Marcus Speicher.	Auto Parts: OEM
Newpek LLC
Nemak Dillingen Casting GmbH & Co. KG Nemak Dillingen Casting GmbH & Co. KG SteelNon-Energy Minerals Nemak Dillingen Casting GmbH & Co. KG manufactures and distributes cylinder blocks and cylinder heads. The company is headquartered in Dillingen, Germany.	Steel
Nemak Pilsting GmbH Nemak Pilsting GmbH Engineering & ConstructionIndustrial Services Part of Nemak SAB de CV, Nemak Pilsting GmbH is a private company that provides engineering services. The company is based in Pilsting, Germany. The German company was founded in 2015. The CEO is Michael Miebach.	Engineering & Construction
Sigma Finance Netherlands BV	Finance/Rental/Leasing
Copeq Trading Co. Copeq Trading Co. Chemicals: SpecialtyProcess Industries Copeq Trading Co. manufactures chemical products. The private company is located in the US.	Chemicals: Specialty
NEG Natural SA de CV
Cogeneración de Altamira SA de CV
Indelpro SA de CV Indelpro SA de CV Chemicals: SpecialtyProcess Industries Indelpro SA de CV engages in the production and commercialization of polypropylene resins for polypropylene transforming industries. Its brands are Profax y Valtec. The company was founded in March 1992 and is headquartered in Altamira, Mexico.	Chemicals: Specialty

Rating Trading

Rating Investimento

ESG Refinitiv

Altri rating

Vendita

Buy

Raccomandazione media

Accumulate

Numero di analisti

Ultimo prezzo di chiusura

12,88 MXN

Prezzo obiettivo medio

17,2 MXN

Differenza / Target Medio

+33,54%

Consenso

Calendario della società

Beni e servizi di consumo non ciclici

Conglomerati di beni di consumo

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Conglomerati di beni di consumo

	Variaz. 1 gen.	Capi.
ALFA S.A.B. DE C.V.	-5,57%	3,61 Mrd
BERKSHIRE HATHAWAY INC.	+11,85%	869 Mrd
INTERNATIONAL HOLDING COMPANY	0,00%	239 Mrd
HONEYWELL INTERNATIONAL INC.	-7,75%	126 Mrd
HITACHI, LTD.	+32,50%	79,32 Mrd
ILLINOIS TOOL WORKS INC.	-5,21%	74,17 Mrd
3M COMPANY	-16,00%	50,82 Mrd
ALPHA DHABI HOLDING	-24,57%	38,6 Mrd
MITSUBISHI ELECTRIC CORPORATION	+19,71%	31,74 Mrd
DANUBE AG	+14,46%	29,82 Mrd

Conglomerati di beni di consumo