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Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q2 2024 Earnings Conference

Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q2 2024 Earnings Conference

業績會總結 | BANCO ACTINVER SA(FBASF.US) 2024年第二季度業績會
富途資訊 ·  07/26 09:16  · 電話會議

The following is a summary of the Fibra UNO (FBASF) Q2 2024 Earnings Call Transcript:

以下是Fibra UNO (FBASF) 2024年第二季度業績會交流摘要:

Financial Performance:

金融業績:

  • Reported a 1.4% quarter-over-quarter revenue growth.

  • Revenue growth of 7.4% year-over-year, excluding Otis support, dwarfing inflation rates.

  • Net Operating Income (NOI) margin experienced a slight decline of 1.3% from the previous quarter to MXN 5.2 billion.

  • FFO decreased by 44.8% or 2% compared to the last quarter, totaling MXN 2,185 million.

  • 創業板報告了1.4%的季度營業收入增長。

  • 營業收入增長7.4%,同比去除Otis壓力位,超過通貨膨脹率。

  • 淨營業收入(NOI)利潤率從上一季度下降1.3%,達到52億元。

  • FFO較上一季度下降44.8%或2%,總計218500萬墨西哥披索。

Business Progress:

業務進展:

  • Achieved post-pandemic recovery with occupancy levels returning to or surpassing pre-pandemic figures across all sectors: industrial, retail, and office spaces.

  • Significant efforts and investments in disaster recovery, especially post-hurricane in Acapulco, ensuring quick operational resumption.

  • Commitment to Environmental, Social, and Governance (ESG) initiatives, particularly investments in clean energy.

  • Industrial space reported double-digit rental growth, highlighting the strength and prestige of Fibra UNO's portfolio.

  • 在所有板塊(工業、零售、辦公空間)中,出租率均達到或超過疫情前水平,實現了疫後復甦。

  • 在災害恢復方面做出了顯著的努力和投資,特別是在阿卡普爾科遭受颶風后,確保了快速的業務恢復。

  • 致力於環保母基、社會和治理(ESG)方案,特別是清潔能源投資。

  • 工業空間租金增長兩位數,突顯Fibra UNO投資組合的實力和威望。

Opportunities:

機會:

  • The industrial sector continues to perform robustly with no parallel in the market, indicating continued opportunity for growth and revenue.

  • ESG initiatives, particularly in energy savings and clean energy investments, present opportunities for operational improvements and sustainability leadership.

  • 工業板塊繼續強勁表現,市場無法與之相提並論,表明仍然存在增長和營業收入的機會。

  • ESG方案,特別是在節能和清潔能源投資方面的舉措,爲運營改進和可持續領導力提供了機會。

Risks:

風險:

  • The office sector, while recovering, still faces challenges in achieving pricing power and full occupancy.

  • Macroeconomic and geopolitical uncertainties continue to pose risks to operational stability and cost management.

  • 辦公板塊雖然在復甦,但仍面臨定價能力和全面出租率的挑戰。

  • 宏觀經濟和地緣政治不確定性繼續對運營穩定性和成本管理帶來風險。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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