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    Alejandra Obregón Martínez

    Vice President and Research Associate at Morgan Stanley

    Alejandra Obregón Martínez is a Vice President and Research Associate at Morgan Stanley specializing in industrials and commodities research with a focus on Latin American markets. She has provided analysis on companies such as Nemak SAB de CV and contributed to sector-oriented thematic research, including areas like water access and efficiency solutions. Obregón Martínez began her career at Morgan Stanley, progressively advancing to her current role, and has been featured on earnings calls and published research as early as 2021, signaling several years of relevant industry experience. Her professional credentials include roles as a lead contributor to Morgan Stanley research publications, but specific securities licenses, performance metrics, or external rankings are not publicly documented.

    Alejandra Obregón Martínez's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership

    Alejandra Obregón Martínez's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q2 2025

    Question

    Alejandra Obregón Martínez of Morgan Stanley asked about Vesta's priorities for its regional footprint and which markets have the most room for new starts, considering its land bank.

    Answer

    CEO Lorenzo Dominique Berho Carranza emphasized that the immediate priority is leasing up existing vacant space in markets like Monterrey, Ciudad Juarez, Queretaro, and Tijuana, as this has a direct impact on revenue. Looking forward, he identified Mexico City and Guadalajara, where Vesta recently acquired land, as the markets they currently like the most for future development once the time is right.

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    Alejandra Obregón Martínez's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q2 2025

    Question

    Alejandra Obregón Martínez from Morgan Stanley inquired about Vesta's priorities regarding its regional footprint and which markets are best positioned for new development starts, considering all internal and external factors.

    Answer

    CEO Lorenzo Dominique Berho Carranza clarified that the immediate priority is leasing up existing vacant space in key markets like Monterrey, Ciudad Juarez, and Tijuana, as this provides the most direct revenue impact. For future growth, the focus is on markets with recently acquired land, such as Mexico City and Guadalajara, where development will commence when the timing is optimal.

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    Alejandra Obregón Martínez's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q2 2025

    Question

    Inquired about the company's priorities for its regional footprint, asking which markets have the most room for new development starts once market conditions are right.

    Answer

    The company's immediate priority is to lease up existing vacant space in markets like Monterrey, Ciudad Juarez, Queretaro, and Tijuana, as this directly impacts revenue. For future growth, the markets they favor most are where they recently acquired land, specifically Mexico City and Guadalajara. The focus is on leasing first, then development.

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    Alejandra Obregón Martínez's questions to CEMEX SAB DE CV (CX) leadership

    Alejandra Obregón Martínez's questions to CEMEX SAB DE CV (CX) leadership • Q2 2025

    Question

    Alejandra Obregón Martínez from Morgan Stanley inquired about the primary levers for free cash flow generation, asking about the expected cadence and which areas—such as profitability, working capital, CapEx discipline, or asset sales—would provide the biggest unlocks.

    Answer

    CEO Jaime Muguiro detailed a multi-pronged approach, highlighting that CapEx reduction, cost savings from Project Cutting Edge, and incremental EBITDA from existing projects will be immediate drivers. He noted that working capital is already efficient, while portfolio rebalancing of underperforming micro-market assets will be a longer-term lever. He also pointed to reduced interest expenses as a significant contributor.

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