Consorcio ARA To Outperform As Homebuilding Recovers


BMI View: Mexico's housing sector is headed for a recovery over the coming quarters and we believe Consorico Ara is the best placed homebuilder to benefit from a revival in the sector. Activity in the sector is likely to pick up in line with an economic recovery and a major government drive to restructure the housing market and provide financial support at the lower end of the market.

Over the coming quarters we anticipate a revival in Mexico's housing market. We note the following factors supporting our forecast:

  • The significant housing focus included in the MXN7.7trn National Infrastructure Plan.

  • Early Signs Of Recovery
    Mexico Construction And GDP Real Growth

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Related sectors of this article: Infrastructure, Construction, Residential Construction, Companies - Infrastructure, Social Infrastructure, Housing
Geography: Mexico