Countries: Mexico – Third 2012
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Countries: Mexico – Third 2012

A change in leadership — newcomer Nur Cristiani now guides the two-member team — doesn’t prevent J.P. Morgan from repeating in third place.

Nur Cristiani & team J.P. Morgan


A change in leadership — newcomer Nur Cristiani now guides the two-member team — doesn’t prevent J.P. Morgan from repeating in third place. The Mexico City–based analysts “give me exactly what I want,” declares one investor. “They discuss both the listed and unlisted competition. They give me industry-specific market comparisons — and the research is broader and more in-depth.” Top stock picks include a bullish call on Grupo Televisa, Mexico City–based operator of Spanish-language TV stations throughout Latin America and the U.S., on the strength of growing market penetration, rising advertising sales and attractive valuation. The pair is also recommending Grupo Aeroportuario del Centro Norte, which operates airports in multiple cities — including Monterrey, Mexico’s industrial hub, “so this is also a play on the recovering business environment and positive prospects for industrials,” Cristiani explains. “We are also bullish on the company after its improvement in operations and high return on equity, given its diversification into commercial revenues and real estate, as well as its expanding margins.” — Paul Sweeney


RUNNER(S)-UP

Andrew Campbell, Alonso Cervera & team Credit Suisse
Gonzalo Fernández & team Santander

Sergio Luna Martinez, Julio Zamora & team Citi


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