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Milenna Okamura

Milenna Okamura

Research Analyst at Goldman Sachs Group Inc.

São Paulo, SP, BR

Milenna Okamura is an Equity Analyst at Goldman Sachs do Brasil CTVM SA, specializing in equity research with a focus on Latin American markets. Since joining Goldman Sachs in 2022, she has actively contributed to coverage on major publicly listed companies in Brazil, participating in earnings calls and industry analysis for firms such as Grupo Televisa. Okamura’s early career details and track record rankings are not widely publicized, but her current role involves active engagement in corporate research and institutional investment strategy. Her professional credentials and securities licenses are not explicitly disclosed in public sources.

Milenna Okamura's questions to GRUPO TELEVISA, S.A.B. (TV) leadership

Question · Q2 2025

Milenna Okamura of Goldman Sachs asked for details on the commercial strategy focused on high-end customers and the current competitive environment in Mexico.

Answer

Francisco Valim, CEO of IZZI, responded that the strategy is unchanged and characterized the competition in Mexico as 'very, very rational.' He noted that major players are not engaging in significant price discounting, which contributes to a stable market and supports their value-focused strategy.

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Milenna Okamura's questions to AMERICA MOVIL SAB DE CV/ (AMX) leadership

Question · Q3 2024

Milenna Okamura of Bank of America inquired about the competitive dynamics in Mexico's fixed broadband market and sought confirmation on the company's full-year 2024 CapEx guidance.

Answer

Carlos Jose Garcia Moreno Elizondo, an executive, confirmed the 2024 CapEx target remains around $7.2 billion. Oscar Von Hauske Solís and Daniel Hajj Aboumrad, executives, detailed the competitive strategy in Mexico, highlighting that 84% of their fixed broadband customers are now on fiber. They emphasized their focus on bundling streaming services, increasing entry-level speeds without raising prices, and improving IT systems for better customer service, which they believe provides a significant quality and capacity advantage.

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Fintool

Fintool can predict AMERICA MOVIL SAB DE CV/ logo AMX's earnings beat/miss a week before the call