Vesta (VESTA.MX): First Take: 2Q26 Earnings: Better than Expected Occupancy; Softer FFO-20260723
高盛·2026-07-23 17:12
+55(11)3372-3522 | jorel.guilloty@gs.com Goldman Sachs do Brasil CTVM S.A. Igor Machado +55(11)3372-0227 | igor.machado@gs.com Goldman Sachs do Brasil CTVM S.A. 22 July 2026 | 11:20PM BRT Equity Research Vesta (VESTA.MX): First Take: 2Q26 Earnings: Better than Expected Occupancy; Softer FFO Our Take: We expect a neutral to positive reaction to Vesta shares following 2Q26 results. On the positive side lease revenue came 2% ahead of BBG and GS while occupancy came 110 bps higher than expected at 91.7%. Key dr ...