{
 "as_of": "2026-11-06",
 "cmr": "mx-cm-kg/XMEX/MX03FI2S0005",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# CASA DE BOLSA FINAMEX, S.A.B. DE C.V. (Bolsa Mexicana de Valores: MX03FI2S0005) — research page\n\nAs of 2026-11-06 · mx-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is CASA DE BOLSA FINAMEX, S.A.B. DE C.V., listed on the Bolsa Mexicana de Valores under ticker MX03FI2S0005 and ISIN MX03FI2S0005. The LEI is not on the record. The security type, segment, sector and jurisdiction are not on the record. The listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 0 filings in the window 2025-11-06 to 2026-11-06, across 0 filing days. The median gap between filing days is not on the record. The latest filing date and type are not on the record, and the days from latest filing to the record date of 2026-11-06 are not on the record. The Bolsa Mexicana de Valores peer group holds 148 issuers, with a median of 0.0 filings, a median cadence gap that is not on the record and a median latency that is not on the record. The sector peer figures for market MX are not on the record.\n\n## Auditor\n\nThe auditor of record is not on the record, and its location is not on the record. Auditor changes are not on the record, because this market's register has no lifecycle type map yet.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, because this market's register has no lifecycle type map yet. The halt flag is listed, not halted.\n\n## Orderability\n\nFor the client category Inversionista calificado the outcome is signal ACM-200, determinable. For the client category Inversionista institucional the outcome is signal ACM-200, determinable. The rule version is acm-68000/mx/cnbv-investor-profile-perfil-de-inversi-n-disposiciones-de-c/r1, with the chapter as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read, so the count is 0.\n\n## Open research\n\nNo openly published research notes were found, so the count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. No sealed years hold this issuer, the market's earliest sealed date is not on the record, and the live record began is not on the record.\n\n## Sources\n\n5 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.biva.mx/empresas/emisoras_inscritas/emisoras (identity.exchange)\n- https://mcp.mx-cm-kg.ai/events/XMEX/MX03FI2S0005 (the disclosure lines)\n- https://www.bmv.com.mx/es/mercados/suspension-intradia (the halt flag)\n- https://mcp.mx-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.mx-cm-kg.ai/record/XMEX/MX03FI2S0005 (the record)\n",
 "market": "MX",
 "node": "mx-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": null,
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "the MX vintage is not sealed; the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false
  },
  "auditor": {
   "auditor": {
    "market": "MX",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "MX",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "MX",
    "state": "not_on_record"
   },
   "changes": {
    "market": "MX",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "mx-cm-kg/XMEX/MX03FI2S0005",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 148,
     "median_cadence_gap_days": null,
     "median_filings": 0,
     "median_latency_days": null,
     "name": "Bolsa Mexicana de Valores"
    },
    "sector": {
     "market": "MX",
     "state": "not_on_record"
    }
   },
   "by_type": {},
   "cadence_median_gap_days": null,
   "filing_days": 0,
   "filings": 0,
   "latency_days": null,
   "latest": [],
   "latest_filing_date": null,
   "note": "no disclosure line on the record for this issuer in the window",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.mx-cm-kg.ai/events/XMEX/MX03FI2S0005",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "BIVA issuer directory JSON (equity series with ISIN, idTipoInstrumento=1) merged with BMV Informacion de Emisora (Capitales/Acciones: Nacionales, SAPIB, Extranjeras) series tables; MIC by primary exchange (ISO 10383 XMEX / BIVA)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.biva.mx/empresas/emisoras_inscritas/emisoras (GET https://www.biva.mx/emisoras/empresas, /emisoras/empresas/<id>/emisiones) + https://www.bmv.com.mx/es/emisoras/informacion-de-emisoras (doSearch + /es/emisoras/perfil/<clave>-<id>)",
    "state": "sourced",
    "value": "Bolsa Mexicana de Valores"
   },
   "isin": {
    "read_by": "BIVA issuer directory JSON (equity series with ISIN, idTipoInstrumento=1) merged with BMV Informacion de Emisora (Capitales/Acciones: Nacionales, SAPIB, Extranjeras) series tables; MIC by primary exchange (ISO 10383 XMEX / BIVA)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.biva.mx/empresas/emisoras_inscritas/emisoras (GET https://www.biva.mx/emisoras/empresas, /emisoras/empresas/<id>/emisiones) + https://www.bmv.com.mx/es/emisoras/informacion-de-emisoras (doSearch + /es/emisoras/perfil/<clave>-<id>)",
    "state": "sourced",
    "value": "MX03FI2S0005"
   },
   "jurisdiction": {
    "market": "MX",
    "state": "not_on_record"
   },
   "lei": {
    "market": "MX",
    "reason": "the roster carries none",
    "state": "not_on_record"
   },
   "name": {
    "read_by": "BIVA issuer directory JSON (equity series with ISIN, idTipoInstrumento=1) merged with BMV Informacion de Emisora (Capitales/Acciones: Nacionales, SAPIB, Extranjeras) series tables; MIC by primary exchange (ISO 10383 XMEX / BIVA)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.biva.mx/empresas/emisoras_inscritas/emisoras (GET https://www.biva.mx/emisoras/empresas, /emisoras/empresas/<id>/emisiones) + https://www.bmv.com.mx/es/emisoras/informacion-de-emisoras (doSearch + /es/emisoras/perfil/<clave>-<id>)",
    "state": "sourced",
    "value": "CASA DE BOLSA FINAMEX, S.A.B. DE C.V."
   },
   "sector": {
    "market": "MX",
    "state": "not_on_record"
   },
   "security_type": {
    "market": "MX",
    "state": "not_on_record"
   },
   "segment": {
    "market": "MX",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "BIVA issuer directory JSON (equity series with ISIN, idTipoInstrumento=1) merged with BMV Informacion de Emisora (Capitales/Acciones: Nacionales, SAPIB, Extranjeras) series tables; MIC by primary exchange (ISO 10383 XMEX / BIVA)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.biva.mx/empresas/emisoras_inscritas/emisoras (GET https://www.biva.mx/emisoras/empresas, /emisoras/empresas/<id>/emisiones) + https://www.bmv.com.mx/es/emisoras/informacion-de-emisoras (doSearch + /es/emisoras/perfil/<clave>-<id>)",
    "state": "sourced",
    "value": "MX03FI2S0005"
   },
   "website": {
    "market": "MX",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "MX",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "MX",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "MX",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "MX",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "MX",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "MX",
  "node": "mx-cm-kg",
  "numbers_hash": "sha256:164e21e833d170b0a2057f298ae522701dcfededf7179455b363c02d233f459b",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Inversionista calificado",
    "Inversionista institucional"
   ],
   "outcomes": {
    "Inversionista calificado": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Inversionista institucional": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.mx-cm-kg.ai/book/aio.json",
    "door": "https://mcp.mx-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/mx/cnbv-investor-profile-perfil-de-inversi-n-disposiciones-de-c/r1",
   "section": "mx.aio.v5"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.mx-cm-kg.ai/record/XMEX/MX03FI2S0005",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.bmv.com.mx/es/mercados/suspension-intradia",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:164e21e833d170b0a2057f298ae522701dcfededf7179455b363c02d233f459b",
 "path": "/mx/XMEX/MX03FI2S0005",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is CASA DE BOLSA FINAMEX, S.A.B. DE C.V., listed on the Bolsa Mexicana de Valores under ticker MX03FI2S0005 and ISIN MX03FI2S0005. The LEI is not on the record. The security type, segment, sector and jurisdiction are not on the record. The listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 0 filings in the window 2025-11-06 to 2026-11-06, across 0 filing days. The median gap between filing days is not on the record. The latest filing date and type are not on the record, and the days from latest filing to the record date of 2026-11-06 are not on the record. The Bolsa Mexicana de Valores peer group holds 148 issuers, with a median of 0.0 filings, a median cadence gap that is not on the record and a median latency that is not on the record. The sector peer figures for market MX are not on the record.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, and its location is not on the record. Auditor changes are not on the record, because this market's register has no lifecycle type map yet.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "Listing, delisting, name change, domicile change and segment move are not on the record, because this market's register has no lifecycle type map yet. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For the client category Inversionista calificado the outcome is signal ACM-200, determinable. For the client category Inversionista institucional the outcome is signal ACM-200, determinable. The rule version is acm-68000/mx/cnbv-investor-profile-perfil-de-inversi-n-disposiciones-de-c/r1, with the chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read, so the count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found, so the count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed. No sealed years hold this issuer, the market's earliest sealed date is not on the record, and the live record began is not on the record.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "5 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.biva.mx/empresas/emisoras_inscritas/emisoras"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.mx-cm-kg.ai/events/XMEX/MX03FI2S0005"
  },
  {
   "for": "the halt flag",
   "source": "https://www.bmv.com.mx/es/mercados/suspension-intradia"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.mx-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.mx-cm-kg.ai/record/XMEX/MX03FI2S0005"
  }
 ],
 "title": "CASA DE BOLSA FINAMEX, S.A.B. DE C.V. (MX03FI2S0005) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}