América Móvil is positioned to benefit from Latin American telecom consolidation, with scale advantages across the region. Mexico nearshoring is lifting enterprise connectivity demand as multinationals expand operations. Spectrum allocation and regional consolidation signals are the key drivers.
Thesis reviewed May 29, 2026
América Móvil S.A.B. de C.V. is headquartered in Mexico, which is currently showing elevated risk signals.
🇲🇽Mexico72NEUTRALView Mexico risk detail →📡Telecom27NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERIC | Telefonaktiebolaget LM Ericsson | 32 | +5% | ↑1% | EARLY |
| ORAN | Orange S.A. | 32 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 32 | +1% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 32 | +9% | ↑1% | EARLY |
| VOD | Vodafone Group PLC | 32 | +9% | ↑1% | NEUTRAL |
| TEF | Telefónica, S.A. | 32 | 0% | ↑1% | NEUTRAL |
| T | AT&T Inc. | 32 | +2% | ↑1% | NEUTRAL |
Investors who hold AMOV may also have indirect exposure through these country funds.
Mexico nearshoring lifts enterprise telecom and connectivity demand
Latin American telecom consolidation favors scale operators