viernes, 2 de enero de 2026

CYCLE ANALYSIS AND VALUATION OF THE COLOMBIAN CAPITAL MARKET: IDENTIFYING OPPORTUNITIES AT THE DOWN OF THE CYCLE FOR THE PERIOD 2026

 

The Colombian stock market has entered an unprecedented phase of structural divergence, characterized by a benchmark index, the MSCI COLCAP, reaching nominal highs for more than a decade while several fundamental issuers remain at valuations typical of a deep crisis cycle. This dichotomy offers an exceptional study scenario for the financial economist seeking assets in the "downward part of the cycle," understanding this concept not only as a depression in the share price, but as a gap between the intrinsic value of assets and their market price, exacerbated by transitory macroeconomic factors and perceived risks that could dissipate by 2026.

Macroeconomic Environment: The Catalyst for Cycle Reversal

To identify companies in the downward part of the cycle, it is imperative to analyze the interest rate environment and monetary policy. The Colombian economy has navigated a period of "fiscal dominance" where public spending and the deficit, projected at 7.1% of Gross Domestic Product (GDP) by the end of 2025, have limited the Central Bank's ability to reduce interest rates more rapidly. At the end of December 2025, the monetary policy rate remained at 9.25%, a figure that represents a very high real intervention rate, considering that inflation has shown a trend of convergence, albeit slow, towards the target range.

This high-interest-rate environment has kept valuations depressed in capital-intensive and credit-sensitive sectors, such as construction, infrastructure, and retail finance. However, projections for 2026 suggest that the monetary easing cycle could deepen once post-minimum wage adjustment inflation expectations stabilize. This would act as the main driver of a revaluation or "re-rating" process for companies currently trading at significant discounts to their book value.

The 2026 Minimum Wage Shock and its Impact on the Operating Cycle

A disruptive event that marks the beginning of the 2026 cycle is the 23% increase in the current legal monthly minimum wage (SMMLV), implemented by the government after a lack of agreement between business associations and unions. For a rigorous financial analysis, this increase must be weighted alongside the reduction in the legal working day, resulting in an effective increase in hourly labor costs of 28.5%.

This cost shock impacts issuers on the Colombian Stock Exchange (bvc) differently. Companies with high labor density and low pricing power are currently at a negative inflection point in their operating cycle. However, for value investors, this "maximum pessimism" scenario often marks the bottom of valuations, especially for companies that have already initiated operational efficiency and automation plans to mitigate margin erosion.

The Construction and Infrastructure Sector: The Nadir of the Cycle

The construction sector has been unanimously identified by analysts as one of those still "in the shadows" of the economic cycle. The combination of high financing costs for homebuyers and rising input costs has driven issuers in this sector to historically low valuation levels.

Constructora Conconcreto (CONCONCRET)

Conconcreto represents a paradigmatic case study of an asset at the downside of the cycle. Despite a one-off appreciation driven by favorable arbitration rulings related to the Hidroituango project in 2024, the stock continues to trade at a significant discount to its equity.

An analysis of its fundamentals reveals an operational resilience that the market seems to ignore. The company closed the period with a backlog (contracts to be executed) of 3.5 trillion pesos, guaranteeing approximately 3.5 years of execution at a rate of 1 trillion pesos annually. Geographic diversification is a key factor; 35% of this backlog is located in South Florida (USA), providing a cash flow in dollars that acts as a natural hedge against the volatility of the Colombian peso. With consolidated net income that has managed to remain positive despite the contraction of revenues in specific segments, Conconcreto is an asset that could experience a cyclical upswing as mortgage interest rates decline and investment in public infrastructure picks up.

Construcciones El Cóndor (ELCONDOR)

El Cóndor is experiencing even more pronounced cyclical stress, having registered devaluations of nearly 20% in recent periods. The company has It has faced significant challenges in its capital structure due to the leverage required for fourth-generation (4G) projects. However, its position as one of the country's leading road infrastructure builders suggests that any shift in state investment policy or an improvement in debt refinancing conditions could generate a considerable technical and fundamental rebound, starting from an extremely depressed valuation base.

Financial Sector: Between Recovery and Technical Lag

The Colombian financial sector has shown an asymmetric recovery. While market leaders have managed to defend their margins, certain issuers have lagged behind, offering attractive entry points.

Davivienda (PFDAVVNDA)

Davivienda's preferred stock has been categorized by various brokerage firms as a "laggard" in the market. During 2025, the bank faced a challenging environment marked by the deterioration in the quality of its consumer loan portfolio and the need to increase provisions, which severely impacted its return on equity (ROE). However, from a cyclical perspective, Davivienda is in the final phase of its loan portfolio cleanup. The normalization of interest rates in 2026 should alleviate funding costs and improve the repayment capacity of retail borrowers, allowing for an expansion of intermediation margins. Technically, the stock has traded in a short-term bearish scenario until it breaks above the resistance level of 26,084 pesos, but support levels

However, from a financial economist's perspective, Ecopetrol presents three supporting factors: 1. Dividend Sustainability: Despite the drop in profits, the company maintains robust EBITDA generation (12.3 trillion pesos in Q3 2025) and an ambitious investment plan for 2026. A dividend yield of up to 20.2% is projected for 2026, acting as a powerful value attraction for income investors. 2. Operational Efficiency: Improved refining margins and a reduced deficit in the Fuel Price Stabilization Fund (FEPC) have strengthened operating cash flow. 3. Political Cycle: With the 2026 election period approaching, the market could begin to price in a more benign regulatory environment for the hydrocarbons sector, which traditionally leads to an expansion of multiples for the state-owned company. Promigas (PROMIGAS) Promigas has been one of the weakest components of the COLCAP index in terms of price performance during 2025, with a cumulative decline of 14.9%. This weakness appears to ignore the stability of its cash flows, which are linked to the transportation and distribution of natural gas, a critical asset for the country's energy security. With a P/E ratio of 6.57x and a dividend yield exceeding 8.6%, Promigas is an ideal candidate for a cycle reversal study, especially if new regasification projects materialize or the roadmap for gas supply in Colombia becomes clearer.

*Note: Promigas' P/B reflects the accounting valuation of its long-term concessions.

The Reconfiguration of Business Groups: Grupo Sura and Grupo Argos

The process of dismantling the cross-shareholdings in the former Grupo Empresarial Antioqueño (GEA) has been the main driver of value discovery in the Colombian market during 2025. This process, although it has already generated significant appreciation, still leaves room for analysis of assets that present "hidden value" after the spin-off.

Grupo Argos and the Focus on Infrastructure

Following Nutresa's exit and the spin-off of its stake in Grupo Sura, Grupo Argos has transformed into a pure infrastructure holding company, with three clear pillars: Cementos Argos, Celsia (Energy), and Odinsa (Concessions). The company has delivered the equivalent of 10.8 trillion pesos in Grupo Sura shares to its shareholders, drastically simplifying its balance sheet. Despite a projected 47% appreciation by 2025, Grupo Argos' common stock is still trading below what analysts consider its intrinsic value, especially after the implementation of the "SPRINT" program at Cementos Argos and the aggressive share buyback program totaling up to 1 trillion pesos on a consolidated basis. The estimated book value of the stock is around 15,000 pesos, but the EBITDA generation of its subsidiaries, such as Cementos Argos USA, suggests that the market price does not yet reflect the long-term free cash flow potential.

Grupo Sura and Financial Consolidation

Grupo Sura has positioned itself as a leading financial services holding company in the region, eliminating the holding discount that the market applied when it held stakes in food and construction materials. The reduction in free float following the cancellation of treasury shares and the greater visibility of its earnings per share (EPS) are catalysts that should continue to boost the stock in 2026. As with Argos, Sura's preferred shares maintain a greater discount to their economic value than its common shares, representing a technical arbitrage opportunity for long-term analysis.

Quantitative Valuation: Discount Models and Historical Multiples

To determine if a company is truly at the bottom of the cycle, it is necessary to apply valuation models that isolate macroeconomic noise. A common approach is Tobin's Q analysis, adapted to the local market, or the Dividend Discount Model (DDM) under the assumption of a reversion of rates to the historical average.

Applying the Gordon Model to Leading Issuers

Considering a risk-free rate (Rf) based on 10-year TES bonds (approximately 11.8% in December 2025) and an equity risk premium (Rg) of 6%, the required discount rate (Rg) for the Colombian market is close to 17.8%.

If we apply this model to a company like Bancolombia (Preferred Shares), with a projected dividend of $5,107 for 2026, the current market price implies an extremely conservative perpetual growth rate (Rg) even negative. This suggests that if the Colombian economy manages to stabilize its real growth around 3% and inflation converges to 3% (nominal growth of 6%), current valuations offer a significant margin of safety compared to the historical average of the multiples over the last 10 years.

Technical Analysis and Critical Support Levels

For the financial economist, the entry point is as crucial as the fundamental thesis. The Colombian market has shown unusual volatility, with the COLCAP index facing psychological resistance at 2,120 points.

 

Support and Resistance Dynamics for 2026

1. MSCI COLCAP: The index should watch the critical support at 2,007 points. A break below this level could indicate a deeper correction towards the demand zone of 1,870-1,900 points, which would constitute an aggressive buying opportunity for quality assets.

2. Mineros (MINEROS): This stock has been the "champion" of 2025 with a rise of over 250%. It is not currently at the bottom of the price cycle, but its analysis is relevant as a hedge. Its support levels are at 14,125 pesos. If the price of gold corrects or local risk appetite fades, this asset could offer technical entry points at its 200-period moving average.

3. Grupo Energía Bogotá (GEB): After a 6.6% drop in December 2025, GEB is in a critical support zone at 2,920 pesos. Weakness below this level would be worrisome, but as long as it holds, it offers an accumulation opportunity with an expected dividend yield of 10.6% for 2026.

4. Colombian Stock Exchange (BVC): The BVC's stock shows a "strong buy" signal in its long-term technical indicators (14-day RSI at 68.4), despite being far from its all-time highs. Its critical support level is at 13,110 pesos.

Regional Integration: An Exchange and the Liquidity Shock

A structural factor that could lift many Colombian companies out of the bottom of their valuation cycle is the integration of the Chilean, Peruvian, and Colombian stock exchanges under the Nuam Exchange brand. Historically, the Colombian market has suffered from "liquidity anemia," which has prevented prices from reflecting fundamentals.

It is expected that, by 2026, the single trading platform will be fully operational, allowing institutional investors in the region and global funds simplified access to Colombian issuers. This potential increase in average daily trading volume (which already recovered to 127 billion pesos in 2025) could be the catalyst for valuation multiples to converge toward emerging market averages.

Capital Flows and Rebalancing

The market anticipates potential buying flows in future rebalancing of local and international indices (MSCI, FTSE) due to the increased free float of companies like Grupo Sura and Grupo Argos following their spin-offs. These rebalancing’s force passive funds to buy shares, generating upward pressure that typically benefits common stocks first and then filters down to preferred stocks, which currently offer the deepest discounts.

Risks and Considerations for the 2026 Cycle

No cycle analysis is complete without considering the risks that could prolong the stay of assets at low levels.

1. Fiscal Risk: Non-compliance with the fiscal rule or a further deterioration of the deficit could put upward pressure on TES (Colombian Treasury Bond) rates, raising the discount rate and reducing the present value of shares.

2. Political Uncertainty: The proximity of the 2026 presidential elections will generate volatility. Historically, the Colombian market tends to decline in the months leading up to the election, offering windows of opportunity for those with a long-term thesis on the country's institutional resilience.

3. Pressure on Margins (Minimum Monthly Wage): The 23% increase in the minimum wage is a real challenge to corporate profitability. Companies that fail to implement operational efficiencies will see declines in their net income, which could turn the current "cheap" market into a value trap.

Study Conclusions and Recommendations

From the perspective of a financial economist with extensive experience, the Colombian stock market at the close of 2025 offers one of the clearest valuation opportunities in the recent history of emerging markets. While the COLCAP index reflects a partial recovery, the market's microstructure shows fundamental assets trading at a fraction of their historical and replacement values.

Summary of Assets in the Lower Part of the Cycle for Study:

High Priority (Extreme Valuation): Conconcreto Construction and El Cóndor Construction. The risk is high due to the cyclical sensitivity of the construction sector, but the discount to equity and the potential for infrastructure reactivation are at their maximum.

Medium-High Priority (Financial Recovery): Davivienda and Grupo Aval. The thesis is based on the convergence of interest rates and the normalization of loan loss provisions toward the second half of 2026.

 

Medium Priority (Dividends and Hidden Value): Ecopetrol and Grupo Argos. The combination of double-digit dividend yields and corporate simplification processes (spin-offs, buybacks) provides a solid technical floor and a clear valuation catalyst.

Technical Priority (Utilities Laggards): Promigas and GEB. Defensive assets that have lagged behind in the 2025 rally, offering stable cash flows and valuations below their regional peers.

The year 2026 will reveal whether the Colombian Stock Exchange manages to transform its intrinsic potential into market reality. For market analysts, the key lies in selectivity, prioritizing companies with pricing power to weather the wage shock and those that, after decades of complex corporate structures, finally present themselves to investors with clean balance sheets and a total focus on their core business. The downturn is, by definition, the most uncomfortable time for capital, but it is precisely there that the seeds of extraordinary returns for the future expansionary cycle are sown.

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