Jose Itzamna Espitia Hernandez

Banorte

Senior Equity Research Analyst, Infrastructure, Materials and Transportation @ Banorte

José has more than 10 years of sell-side experience in Grupo Financiero Banorte. He was ranked as #3 in the Industry Stock Picking category (Industrials), in the Analyst Awards 2018 in Latin America by Thomson Reuters. Nowadays, as a Senior Equity Research Analyst, he is in charge of infrastructure, materials and transportation sectors. Throughout his career he has participated (as an equity analyst) in initial and follow-on public offerings of several companies and Mexican REITs (FIBRAs). He is an active member of the Analysis' Committee of the Mexican Association of Financial Intermediaries (AMIB) and he is professor of the Banorte-UNAM business subject (Financial Markets) at the Faculty of Accounting and Administration at UNAM. José has a degree in Economics and holds a master’s degree in Finance from the Universidad Panamericana.

Jose Itzamna Espitia Hernandez
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Latest articles from Jose Itzamna Espitia Hernandez

Prologis Property Mexico SA de CV: FIBRAPL, Quarterly Report 3Q21: Increased demand and more favorable outlook

A yield of 1.2%, in line with expectations, in the distribution per CBFI. Inorganic growth and good sector performance benefit operating indicators, but margins drop. Meanwhile, EBITDA contracted 1.9% y/y to $46 million (-11.8% in pesos), and with th...
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 21 October 2021

Cemex: Flash: CEMEX Day II, confirms positive outlook despite challenges

It foresees a moderate impact in the face of the challenges of current environment. Mexico (23.8% of sales and 37.1% of EBITDA LTM), with solid fundamentals in the industry supporting the positive medium-term outlook. Europe, Asia, Middle East and Af...
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 8 October 2021

Volaris: Flash VOLAR: Solid performance continues in September, above pre-pandemic levels

In September, Volaris' total traffic increased 63.4% y/y (+17.9% vs 2019), carrying 2.1 million passengers, comprised of year-over-year rises in international passengers of 102.6%, followed by domestic users with 56.6%. The figures reflected growth i...
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 6 October 2021

Grupo Aeroportuario Centro Norte: Flash OMA: Greater dynamism in September passengers

In September, Oma's total passengers at the 13 airports it operates showed an increase of 69.8% y/y, representing 83.8% of the September 2019 figure, above the expected ~80.0%. Annual growth was driven by improved demand performance, although there w...
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 6 October 2021

ASUR: Flash ASUR: September passengers exceeds estimates and pre-pandemic figures

Asur announced that in September total passengers presented a year-over-year growth of 147.6%, —including the 9 airports it operates in Mexico, the International Luis Muñoz Marín of San Juan Airport in Puerto Rico (LMM), and the 6 airports in Colombi...
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 6 October 2021

Grupo Aeroportuario del Pacifico: Flash GAP: September passengers exceed pre-pandemic levels

Gap's total passengers in September posted a 64.1% y/y growth, considering the 14 airports it operates, placing it above pre-pandemic levels by reporting an increase of 1.2% vs. September 2019. This is the result of improved demand performance. Domes...
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 5 October 2021

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Jose Itzamna Espitia Hernandez
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