Investor Presentaiton
9
Initial impact of COVID-19 lockdowns in Mexico and the path towards recovery
Formal job creation
Thousands, seasonally adjusted*
200
100
97
40
Auto sales
% y/y
30
20
10
ANTAD's same-store sales
% y/y in nominal terms
15
10
5
0
0
0
-100
-5
-10
-6.2
-10
-200
NSA:
-20
-19.4
April: -555
-15
May: -345
-30
-300
-20
June: -83
July: -4
-40
-25
-400
August: +92
Dec-06
Aug-11
Apr-16
-22.9
Dec-20
September: +114
-50
Apr May Jun Jul Aug Sep Oct Nov Dec
-500
October: +201
November: +149
-60
-493
Supermarkets 8.7 7.0
70
24
2.4
3.1
2.1 0.7 4.8
2.6
2.8
-600
Jun-94
-70
Apr-03
Feb-12
Dec-20
Dec-06
Aug-11
Apr-16
-64.5
Dec-20
Departmental -72.7 -49.6 -44.6
-22.6 -1.8 3.5 -0.9 7.4 -9.8
*Note: Seasonally adjusted by Banorte with the ARIMA X-12 method
Source: IMSS, STPS, INEGI and ANTAD
Specialized -17.5 -16.3 -14.5 -9.9
-8.0
-3.5
55
4.1
-2.5 -9.7
40
Eco
Hist DB NIM Rev C/I NI Div ROE
LD
Dep
Loan
ICAP BAP
Guid Mkt App
GRUPO FINANCIERO
BANORTEView entire presentation