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 moderate signals.
🇲🇽Mexico58NEUTRALView Mexico risk detail →📡Telecom30NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NOK | Nokia Oyj | 34 | +1% | ↑1% | NEUTRAL |
| TEF | Telefónica, S.A. | 34 | 0% | ↑1% | NEUTRAL |
| VOD.L | Vodafone | 34 | — | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 34 | +1% | ↑1% | NEUTRAL |
| ORAN | Orange S.A. | 34 | +1% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 34 | +5% | ↑1% | EARLY |
| VOD | Vodafone Group PLC | 34 | +9% | ↑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