Just noticed something interesting while scrolling through conglomerate stocks today. Grupo Mexico has been quietly outperforming its sector group by a decent margin this year. The earnings estimates for the company have been moving in the right direction too - up about 15% over the last quarter according to the consensus numbers.

What caught my eye is that it's sitting at a solid buy ranking while the whole conglomerates group is up around 10.5% on average. There's another player in the same diversified operations grupo, Swire Pacific, that's also been crushing it with similar momentum.

Both of these companies seem to have analyst sentiment on their side right now. If you're tracking conglomerate stocks, these two worth keeping an eye on - they're showing the kind of momentum that tends to stick around for a bit. Just doing my usual scan of what's working in the market.