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Alejandro Zamacona Urquiza

Research Analyst at HSBC Holdings PLC

Alejandro Zamacona Urquiza is an Associate at HSBC Bank in Mexico, specializing in equities research and infrastructure analysis with coverage spanning financial institutions and energy sectors. He previously served as an Associate at Credit Suisse starting in 2017, building expertise in Mexican equity markets and contributing to analytical projects focused on leading regional companies. Zamacona holds the CFA designation, enhancing his credentials in investment analysis and client advisory. His professional track record includes delivering actionable insights to institutional clients, leveraging strong quantitative and industry research skills, though specific performance metrics and firm rankings remain undisclosed.

Alejandro Zamacona Urquiza's questions to AUNA (AUNA) leadership

Question · Q4 2024

Alejandro Zamacona Urquiza asked for details on the Opcion Oncologia agreement, including the expected volume transfer and margin outlook, and inquired about the strategy for phasing out services to Nueva EPS in Colombia.

Answer

Executive Chairman and President Suso Zamora stated the Opcion Oncologia deal is expected to channel its 30% market share, plus significant spillover volume, to Auna over time, but did not disclose specific margins. Regarding Nueva EPS, he described the current stance as limiting services to pressure the payer, but noted recent dialogue has improved and expects a more normalized relationship by year-end.

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Question · Q3 2024

Alejandro Zamacona Urquiza asked for any early expectations for 2025 and for an update on the OncoMexico insurance plan rollout, specifically how it's performing against initial expectations and what is coming next.

Answer

Jesús Zamora Leon, Executive Chairman and President, declined to give 2025 guidance but detailed the OncoMexico pilot. He explained it is performing well, confirming a market need and strong product appeal, especially in the B2B segment and among specific B2C demographics like working women and independent professionals. The strategy is to first build B2B relationships before a broader B2C rollout.

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