The 2018 BCG Multilatinas
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A set of elite, internationally minded companies – the 2018 BCG Multilatinas – have managed to navigate Latin America’s recent turbulence and achieve outstanding growth and shareholder returns.
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The 2018 BCG Multilatinas
- 1. MARCH 2018 Research Highlights The 2018 BCG Multilatinas
- 2. 1 Copyright©2018byTheBostonConsultingGroup,Inc.Allrightsreserved. Exhibit 1: The 2018 BCG Multilatinas • Alpargatas • Banco BTG Pactual • Braskem • BRF • Camil • Cielo • Duratex • Embraer • Fibria • Gerdau • Globo • GOL • Iochpe-Maxion • Itaú Unibanco • Klabin • Marfrig • Minerva • Natura • Netshoes • Stefanini • Suzano Papel e Celulose • TUPY • Ultrapar • Vale • Votorantim Cimentos • WEG Brazil - 26 • Avianca • Bancolombia • Ecopetrol • Empresa de Energía de Bogotá (EEB) • Empresas Públicas de Medellín (EPM) • Grupo Argos • Grupo Aval • Grupo Bolívar • Grupo Nutresa • Interconexión Eléctrica (ISA) • Sura Colombia - 11 • Ajegroup (AJE) • Alicorp • Belcorp • Gloria • Unión Andina de Cementos (UNACEM) Peru - 5 • Copa Airlines Panama - 1 • Grupo Unicomer El Salvador - 1 • Florida Ice and Farm Company (FIFCO) Costa Rica - 1 • Aeromexico • Alpek • Alsea • América Móvil • Arca Continental • Bachoco • Becle (Cuervo) • Bio-PAPPEL • CEMEX • Chedraui • FEMSA • GRUMA • Grupo BAL • Grupo Bimbo • Grupo Condumex • Grupo Elektra • Grupo Gigante • Grupo Lala • Grupo México • Mabe • Metalsa • Mexichem • Nemak • Omnilife • Quálitas • Sigma • Televisa • Volaris Mexico - 28 • Agrosuper • Antofagasta • Banco de Crédito e Inversiones (Bci) • Carozzi • Celulosa Arauco y Constitución (Arauco) • Cencosud • Compañía Cervecerías Unidas (CCU) • Concha y Toro • Copec • Embotelladora Andina • Empresa Nacional de Telecomunicaciones (Entel) • Empresas CMPC • Falabella • LATAM Airlines • Ripley • Sigdo Koppers • Sociedad Química y Minera de Chile (SQM) • SONDA Chile - 18 • Arcor • Arcos Dorados • Cresud • Despegar.com • Globant • MercadoLibre • Molino Cañuelas • Molinos Río de la Plata • Ternium Argentina - 9 Source: BCG analysis
- 3. 2 Copyright©2018byTheBostonConsultingGroup,Inc.Allrightsreserved. Sources: Datastream; BCG analysis. Note: TSR calculated in US dollars for the 81 listed 2018 multilatinas. TSR represents shareholders' bottom-line return, considering stock prices gains and dividends. 1 January 3, 2000, to December 25, 2017. Total shareholder return index, 2000–20171 685 262 375 2013 201720152009 20112003 900 800 700 600 500 400 300 200 100 0 2018201620142012201020082006200420022000 2005 20072001 TSR index (Jan 2000 = 100) Multilatinas S&P 500 MSCI Emerging Marke Exhibit 2 Multilatinas Have Outperformed the Emerging- Market Index in Terms of TSR
- 4. 3 Copyright©2018byTheBostonConsultingGroup,Inc.Allrightsreserved. Exhibit 3: Colombia Has Gained the Most Multilatinas Since 2009 34 21 7 5 3 26 18 11 +29% –14% +67% 0% +120% Other 3 2 Argentina 9 Colombia Chile Mexico 28 Peru 28 Brazil -24% 5 +50% Source: BCG analysis. Note: Other includes Costa Rica, El Salvador, Panama, and Venezuela. Financial institutions and technolatinas not included in the 2009 BCG multilatinas. Number of multilatinas by country, 2018 versus 2009 (out of 100 total companies) 2018 BCG multilatinas 2009 BCG multilatinas Includes 4 financial Institutions Includes 3 technolatinas
- 5. 4 Copyright©2018byTheBostonConsultingGroup,Inc.Allrightsreserved. Exhibit 4: Reflecting Economic Shifts, Consumer Companies Have a Stronger Presence in 2018 1 -41% Health care 3 Technolatinas 5 0 Financial institutions 10 0 Energy; oil and gas 5 7 Technology, media, and telecommunications 5 8 Consumer 44 Industrial goods 30 51 31 +42% Source: BCG analysis. Note: Financial institutions and technolatinas not included in the 2009 BCG multilatinas. Number of multilatinas by industry, 2018 versus 2009 (out of 100 total companies) 2018 BCG multilatinas 2009 BCG multilatinas
- 6. bcg.com