Added to YB: 2024-09-11
Pitch date: 2024-09-09
GMEXICOB.MX [bullish]
Grupo México, S.A.B. de C.V.
Author Info
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Company Info
Grupo México, S.A.B. de C.V. engages in copper production, cargo transportation, and infrastructure businesses worldwide.
Market Cap
MXN 35.5B
Pitch Price
N/A
Price Target
N/A
Dividend
4.91%
Sector
Metals and Mining
Category
value
Grupo Mexico: buying the best copper company in the world at a discount
GMEXICOB.MX: Holding co. owns 88.91% of Southern Copper (67.5B value) + 70.26% of GMXT rail (5B value), trading at 39B mkt cap. Get top copper miner at discount + quality assets free. 3B net income 2023, 3.58% yield. Risks: copper cyclicality, SCCO valuation. GMXT: 16x P/E, nearshoring beneficiary.
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