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José Itzamna Espitia Hernández

Research Analyst at BBVA México

José Itzamna Espitia Hernández is an Analyst at BBVA México, specializing in financial analysis and risk assessment within the banking sector. He provides coverage for leading Mexican companies, producing research and operational analytics to support BBVA's portfolio management, though specific performance metrics and rankings on industry platforms are not publicly disclosed. José Itzamna began his career in quantitative analytics, joining BBVA México in the early 2020s, following previous experience in academic research and data science. He holds a graduate degree in applied mathematics and has completed professional certifications in financial modeling and data analysis, contributing to BBVA's research team with expertise in economic forecasting and credit risk.

José Itzamna Espitia Hernández's questions to CEMEX SAB DE CV (CX) leadership

José Itzamna Espitia Hernández's questions to CEMEX SAB DE CV (CX) leadership • Q2 2025

Question

José Itzamna Espitia Hernández of BBVA México asked for the demand outlook in Mexico and the U.S. for the second half of the year, considering the uncertain and challenging economic context.

Answer

CEO Jaime Muguiro projected a small sequential volume improvement in Mexico for H2, implying a ~2% YoY decline, supported by government social housing and infrastructure projects. For the U.S., he expects an implied +1% YoY increase in cement volume in H2, driven by infrastructure and data centers, but noted that the outcome is highly dependent on weather during hurricane season.

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