FIBRAS a la Alza📈, Acciones a laBaja 📉 - Desempeño de las FIBRAS #dinero #fibras #bolsadevalores

Mexican stocks continue to

sink little by little as

the Free Trade Agreement negotiations draw closer

, while Mexican real estate investment trusts (REITs)

continue to hold firm and post another

positive week amid a rather

tense scenario for the stock market. My

name is Óscar Luéano,

welcome to our finance channel and

welcome to this

weekly series, "Fiber Performance,"

where we take a look at the

technical analysis indicators of

issuers known as fibers. We

take a look at the market price

of these issuers on the

stock market, how they have behaved

lately, and in this week's video

we bring you some that have fallen

significantly, while others have

remained strong and have kept the

fiber indicator positive. An

indicator that for 2026 still looks and

looks quite bullish. In addition, I

bring you the most important announcements from

these issuers to investors

through the Mexican Stock Exchange and

the Institutional Stock Exchange. Without further ado

, join me then for this

weekly series,

Fiber Performance.

Dear investors, as these

first days of July close, and as of

July 10th,

the price and quotation index continues its

second week of decline,

slightly down by almost 84%,

while the fiber index

remains practically unchanged, rising

slightly by 0.34%.

We have some fibers that

fell more than 2% this past week and some others

that rose and remain

positive. The dollar rises one cent,

closing at 17.46, up 0.06%,

and the 28-day C-rate closes at 6.29%,

slightly lower than

last week's auction. Starting with the fiber

that had the biggest drop, it was

Next fiber, which fell 2.67%,

closing now at 924.

Its theoretical value is 108.9 pesos, meaning it

has a discount of 15.11%.

Remember that this fiber in its

initial public offering came out at 100 pesos per

share. Its dividend yield at the moment

is 5.91% gross and 5.28%

net, which puts it in the 1st and 1st

position respectively.

Let's move on to Fibranova, which finally

had a significant decline,

closing at 44.15% with a 2.6% drop. Fibranova, whose

theoretical value is 29.9,

is trading above 51.77%.

Its dividend yield is 5.63%, both

gross and net, which puts it in 1st

and 9th position

respectively.

Let's move on to Fibra Danos, which also

fell 2.51%,

closing at 2798.

Its theoretical value is 4169,

a discount of 32.89%

against its book value. Its gross dividend yield

leaves it in eighth position with

6.43%.

Net dividend yield leaves it in tenth

position with 5.32%.

Let's go with Fibra Shop. Fibra Shop,

dear investor friends, falls 1%,

closing at 1188.

Its theoretical value is 30.12, 12 pesos,

which means it is trading below 60.5%.

Its dividend yield is 6.61%

gross and net, which puts it in seventh

and fifth position

respectively. Let's go with CFE fiber.

From here on the fibers

remained. Fibra CFE rises by just one

cent, closing at 2479,

0.04% higher than last week.

Basically, it stayed the same. Its

theoretical value of 2941 leaves it with a discount

of 15.7%

for its gross dividend and 10.9% is

in the first position, the net dividend and

9.25%

remains the same in the first

position. Let's go with EMX fiber. This

rose slightly, closing at 30.10,

up 0.23%.

Its theoretical value of 2769 leaves it

trading above 8.7% 7% for its

gross dividend yield. It ranks

sixth, with a net dividend yield in

fourth position at 7.03%.

Interesting, interesting. EMX Fiber.

Let's go with fiber 1. Fiber 1 rises 0.74%.

Its value is 504.

It brings a 40% discount on its

dividend and gross. It ranks fourth at

7.99%, but in its

net dividend it falls to eighth position with

5.92%.

Let's go with fiber in. Fiber also

rises. Finally, hotel stocks are

recovering some of what they have been

losing. Fibra in rises to 4 pesos 0.86%.

Its theoretical value is 1183. I'm leaving it at a

60% discount [cough] further

penalized by its gross dividend and guild. It

ranks fifth with 6.67%.

67% and in third position for its

net dividend yield. Let's go with Fibra

Monterrey. Fibra Monterrey, which this

week traded at times

above 15 pesos per share.

It closed 1.02% higher than last week at

1485. Its theoretical value is 1257, so it

is trading 18.14% higher.

For dividend and gross, 6.38% 38% is in

ninth position and in seventh

position for its net dividend of 6.22%.

Let's move on to Prologes fiber, which also

rose 1.06%, closing at 77.35.

This fiber has experienced some volatility

lately. It has been at 75, it has

almost reached 80 pesos. It closes at

7735. Its theoretical value is 7855. It is

down 1.53%.

Its dividend, gross and net profit leaves it in

last position with 3.68%

and 2.57%

respectively.

Let's go with fiber optic, eh fiber optic hotel. In

fact, we're going to update your

dividend yield right now. This,

if we are not mistaken, is 0.155

times 4, so its dividend and gross

leaves it in second position, so

its dividend and gross leaves it in

third position with 8.29%. and Tidend

Deos Neto leaves it in second position

with 8.29%.

As we mentioned, we

bought some Hotel Fiber shares

in the last few days. This week

we bought 250 shares. a small

position just to have some

exposure to the hotel sector, which is

quite punished, I must say, and which also has

somewhat punished operational and financial indicators,

some risk as well, but which brings a

net dividend yield that is somewhat

interesting, 8.29%.

Perhaps we will increase our position in the

Fibra portfolio to

about 10,000 shares, maybe in Fibra

Hotel. We just bought the 250 shares

to start building a position in

this fiber. MQ Fiber. Fibra MQ, for its

part, dear friends, is up 1.56%.

We only keep this fiber here

on the list because, uh,

the

acquisition of the outstanding certificates has not yet been completed

. More than 90% of

Fibra Monterrey is already owned by them, and we will

maintain that ownership for a few more weeks.

Let's go with Fidic Comiso Hipotecario, which

rose quite a bit by 2.88%. It ranks

second due to its gross dividend of

8.37% but falls to

sixth place with 6.47% due to its net dividend.

How have fibers fared in

2026? They have done well, the fiber index has risen by

double digits at 12.3%

. Obviously

we have fibers that have risen much more

than the indicator, some that have fallen

a lot, such as EMX fiber,

which, although not part of the

indicator, has fallen 26.73%.

Fibra IN, which is part of the

indicator, has fallen 17.54%,

Fibra Next 5.79%,

Fibra Hotel 5.78%

and Fibra Monterrey 4.81%.

Also in the red is

fiber damage, which is also part of the

indicator. Now, the fibers that have

risen like MQ fiber 35.38

due to this public takeover bid.

Fibra Shop, which is part of the indicator,

has risen 30.69%,

Fibra Nova almost 20%, and Fibra 1 11.26%, with

Fibra 1 being the largest position

within the fiber indicator. The

punished CPI is on the decline, it has fallen

compared to last week and closes what

we have so far in 2026 at 3.4%.

Remember that at one point it was

above 70,000 units at all-

time highs. It seems, dear friends,

that this second half of the year is shaping up

to be somewhat bearish. The dollar has fallen

3% from its opening price this

year, which was 18 pesos, closing at 1746.

According to the City survey, which interviews

more than 20 financial institutions,

the dollar is expected to close between 18

and 19 pesos. Let's go now, dear

investor friends, to the

Mexican Stock Exchange and the

Institutional Stock Exchange to see if there are

any important announcements from

these issuers. Let's start with the

institutional stock exchange and

begin with the listed REIT

that has had the worst

performance in 2026: Fibra EMX. Fibra

EMX continues to give liquidity to its

certificate. It has been making

buybacks lately, as we have already been

reporting, in its latest

buyback operation, EMX fiber. Let's

make this a little bigger. As

we can see, he has been buying shares

in 2981,

but he has also been selling shares

in 2982,

basically with a penny

difference. This is to give

the issuer marketability.

Also, from the buyback fund,

Fibra EMX has a remaining balance of 196.32 million pesos. This is

a fiber that we are also hunting for,

which we may add to our

portfolio again. Let's go with

mortgage trust, which is not

really a

REIT, but we have it included here,

since for the concept of real estate

investment trust in the United States, this would be

considered a REIT, a

mortgage REIT. In the case of

Mortgage Trusts, we only have one notice

which is the interest accrued in the

month of May for those

legal entities that have mortgage trusts and foreclosures

. Let's go here, dear

friends. We can see the following. Uh,

the interest accrued during the month

of May, from May 1st to

May 31st, was 114,418,107

out of the 373,350,259

certificates in circulation. And

finally, let's go with Fibra Nova. In the

case of Fibra Nova, dear friends, we

have no notices to the institutional stock exchange

. Let's go to the Mexican Stock Exchange

. And here we're going to start with

hotel fibers, with fiber in.

Fibra in, dear friends, uh, it does not have

notices to the Mexican stock exchange

. Let's go with Fibra Hotel. Fibra

Hotel also has no notices to the

Mexican stock exchange. Let's go with Fibra

Monterrey. Fibra Monterrey also has no

notices to the Mexican stock exchange.

Let's go with Next fiber. Next 25. There are

also no notices to the Mexican stock exchange

. Let's go with Fibra Danos. There are no

warnings from the fiber optic network either. Let's go with Fibra Prologies.

From Fibra Prologis, we have what

appears to be two

important announcements. One of them is

a meeting for

Prologis fiber holders called for

July 17, 2026 at 11 a.m.

What will be reviewed? The administrator's report

regarding the generation

of an incentive commission during the

incentive commission period that

ended on June 4, 2026.

They will surely review whether the

proposed financial goals were achieved,

and if so,

these people will be rewarded with

an incentive for having reached

these financial goals. The second

point is a proposal for discussion and, if

applicable, approval for the trust and

seizure to carry out the issuance of

additional certificates, which

will be subscribed to by the administrator and/or

any of its affiliates applying the

net incentive commission after

taxes. We'll see how much it is,

and most likely

those

objectives have been achieved. Dear friends, let's go

with another announcement from Fibra

Prologies. This

bondholders' meeting on the 17th is exactly the same.

Let's move on to Fibra CFE.

Fibra CFE has not issued any notices to the

Mexican stock exchange. Let's go with MQ Fiber.

Fibra MQ announces its

results for the second half

of 2026. Fibra MQ announces

details regarding the publication of its

second quarter 2026 results.

The results will be released on

July 23, 2026, after

market close.

A copy of the

second quarter financial information will be available

on the fiber page of the website.

Due to the ongoing transaction, Fibra

Monterrey and Fibra MQ will not hold

a conference call this

quarter regarding the release

of quarterly results.

MQ fiber and Monterrey fiber will still be reported separately this second quarter. We

will have to add both results together and see

what we are talking about in the

adjusted operating cash flow to see how much

the investors

of Fibra Monterrey will have to distribute. It will be interesting to

see how much the

investors have to pay out. Don't know. Hopefully, it will be

an upward distribution. Let's go with

Fibra uno. On the part of Fibra 1, it seems

there is a warning related

to the

Fitch rating. They assign the triple A rating to

fiber emissions 1. Well, I imagine it's a

positive thing that the

rating agencies give you a

positive rating. And finally, let's go with the

largest commercial fiber in Mexico, or

Fibra Shop, or rather, the

100% commercial fiber, Fibras Shop.

Fibrah Shop has not issued any notices to the

Mexican Stock Exchange. Let's go to the

investing.com page to review the

technical analysis indicators for these

issuers. Also, a reminder to our valued

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Let's go now, dear

investor friends, to the

Investing page, where we'll take a look at

the technical analysis indicators of

these issuers to see what

the market is doing, how the market is feeling

. Let's see if the

price and quotation index approaches what

we believe is a

main bearish trend. We have seen for

several days, several months now, that it is

lying on its side. In

technical analysis, this is known

as a distribution period, where

we will later see a drop in its

main trend. In fact, we've

seen highs getting lower and lows getting

lower. If the

price and quotation index, which is currently

in a secondary and

downward trend, gives us lower values ​​than those

seen in mid-June, then

surely, dear friends, we will be

confirming a

main downward trend. In fact,

exponential moving averages are about

to make a change in their

main trend. Pay attention, dear

investor friends. Let's go with one of the

fibers we recently bought, which is

hotel fiber. This fiber, dear

friends, is currently experiencing a

primary downward trend, but is also currently

experiencing a

secondary upward trend. I wouldn't be surprised if it

continues its upward trend in the coming days

, but with a ceiling at 482.

Sorry, this is in-kind fiber, not

hotel fiber, it's in-kind fiber. Let's go with a

fiber optic hotel. In the case of Fiber Hotel,

the truth is that the situation doesn't change much either

. We see a main

downward trend, with lower lows and

lower highs, and a

secondary upward trend.

We would think it could continue to rise

to 7.56.

However, he already did it on Friday.

In fact, he did it and it bounced back. Let's see

if next week it closes above

this EMA or if it bounces and continues to fall

. Let's go, dear

friends, now with fiber. Fiber

damages. This is one of our

favorites, one of the fibers in the

Living Fiber portfolio. Did it experience a

setback in the last few days? Fiber

gives us, of course. Yes, Fibra Danos

will continue its downward trend in the coming days

, which clearly has support

at 2786

and 27.70. One more down at

27p with 30. Perhaps, perhaps, dear

friends, we will buy some shares

next week to close

our Fibra Danos position at 19,000 shares.

Let's go with Fibra Monterrey.

Fibra Monterrey, dear friends,

has given us many surprises. We thought it was going to

have a major drop, but it hasn't

happened yet. A

secondary upward trend is found. It closed

above the exponential moving averages

where they now act

as support. Well, we'll have to

wait, dear friends,

until their next quarterly report

that will give us more clarity on this

merger or acquisition of Fibre MQ and let

us see how much

investors will be paying in the coming months. Let

's move on now, dear friends, to

Fibra Shop. Fibra Shop is still in a

main upward trend, although it has

lost some strength lately.

Its secondary trend is upward,

although I wouldn't be surprised, dear

investor friends, if next

week we see a drop in the price of

Fibra Shop with a support level at 11

p35.

Oh, sorry, one more up at 11

p80.

Let's go now with CFE fiber. This

E fiber, CFE fiber, the first 100%

energy fiber and I think it will be the only

100% energy fiber in Mexico for a

long time. This issuer is experiencing

a secondary downward trend with

a primary upward trend expected in the

coming days. If CFE Fibra continues to

decline, its support level will be at 2448.

A drop in this stock below

24.50 will be a signal for us

to continue accumulating

shares. Let's go. Dear friends, with

mortgage trusts that look

interesting, it seems to be changing its

main trend; it wants to change and

wants to change a main

upward trend, although it has not yet succeeded. The

truth is that there is a little bit of

uncertainty. It has been in a

sideways movement since practically the

end of 2025 and its

secondary trend is currently downward. Its secondary trend is

downward, most likely in the coming

days, I wouldn't be surprised, we'll see a

drop in the mortgage trust price

with support at

14.15.

Finally, dear friends, let's move on

to Fibre 1. Fibre 1, dear

investor friends, is in a

major uptrend that seems to be

losing some momentum, but it will continue

in a major uptrend

in the coming days. It wouldn't surprise me.

Fibra 1 continues its secondary

downward trend with support at 30 pesos,

one further down at 2965

and one further down at 2930 pesos.

Prologs Fiber. Dear

investor friends, in the case of Fibra

Prologies, we were saying that a trend is

coming in a sideways manner. We haven't

seen any clarity with this trend

in the past few days either. Yes, it did have

a fall, as we expected, although not in

the way we expected. In the coming

days, I wouldn't be surprised if fibraogis continues

to decline. It continues to decline, although there is

some uncertainty, folks, I

couldn't tell you what might happen this time

.

Regarding the interpretation of

technical analysis indicators, here

the exponential moving averages

cross, suggesting a change in the

main trend. Its

secondary trend is upward, although the

movement of its Japanese candlesticks is

completely opposite. On the other hand,

dear investor friends, the dollar seems to be

changing its

main trend. The dollar seems to be

showing higher highs and higher lows

. Well, that's what

we've been seeing lately,

since around April:

we've been seeing increasingly higher lows and

increasingly higher highs in the dollar. I wouldn't be

surprised, dear friends, if

the dollar continues its

upward trend in the coming days and doesn't reach any higher highs

, although it has a

well-defined ceiling at 1780.

Dear Y-listers, this is how the

last week closed. It is to be expected that before

the quarterly reports

from these issuers arrive, we will see few announcements and

little movement. Once

the first quarterly reports arrive

and investors

decide whether to maintain, increase or

decrease their position, we will see more

movement in the stock market, in

the REIT market.

So on this channel we will

also be covering those

quarterly reports. If you missed the

last quarterly report on these fibers, I've

included the links in the description of

this video so you can check them out

. It is a summary of the

operational and financial indicators of

these issuers. For now, we

continue to invest what

these fibers continue to pay us without buying

aggressively. And we have added two

issuers, two more fibers to the

portfolio list of living off fibers with a

very small position, but they are two

positions that we will be building up perhaps

until we reach between 1,000 and

5,000 shares each. We're talking

about fiber 1 and hotel fiber. Dear

Yistas friends, for now this is

all. Take good care of yourselves and I'll see you next time

in another video.

Thank you so much for this video. If you liked it,

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consider subscribing. Thank you very much and I'll

see you next time in another Yeah.