Professional
Added to YB: 2025-02-07
Pitch date: 2025-02-07
ARA.MX [bullish]
Consorcio ARA, S. A. B. de C. V.
Author Info
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Company Info
Consorcio ARA, S. A. B. de C. V., together with its subsidiaries, designs, constructs, markets, and promotes low-income and middle-income residential housing developments in Mexico.
Market Cap
MXN 3.9B
Pitch Price
N/A
Price Target
20.00
Dividend
N/A
Sector
Household Durables
Category
value
Mindset Value Fund Portfolio Holding: Consorcio ARA
ARA.MX: Leading Mexican homebuilder trading at 25% book value, 15-20% NAV. New management era likely to focus on ROIC, buybacks, capital return. Valuable assets: shopping malls (45-76% of market cap), Cabo beachfront, industrial land. Potential for asset sales, divestitures. 30% buyback could boost BV to 15 pesos, NAV to 26 pesos. Second largest position.
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