Monthly Archives: October 2022

Grupo Comercial Chedraui (CHRAUIB-MX, $3.61 US) Reports for the 3rd Fiscal Quarter Ended 09/30/22.

(All prices converted from MX peso to US Dollars at the rate of 20.0925 pesos per US dollar). Grupo Chedraui reported Q3 revenues of $3.22 billion US. Gross operating profits rose year over year to 23.4%, up from 22.6%. Net

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Grupo Aeroportuario del Sureste (ASR-NYSE, $227.06 US) Reports Another Earnings Beat for the Quarter Ended 09/30/22.

(All figures converted from MX pesos to USD at the exchange rate of 20.0925 pesos per USD). Asur reported airport and concession revenues of $290.5 million US for the third quarter of 2022. EBITDA of $202.4 million in the quarter

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Grupo Aeroportuario Del Pacifico (PAC-NYSE, $141.82) Reports a Record Q3 Result for the Period Ended 09/30/22.

(Results converted from MX Pesos to USD using rate of 20.1246 MX Pesos to USD on 09/30/22.) Pacific Airport Group, the largest operator, by passenger volumes, of airports in Mexico, posted a fiscal result for the third quarter of 2022

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UnitedHealth Group (UNH-NYSE, $523.30) Posts Such a Strong Result that Only Its Inclusion in the DJIA Prevents the Shares From Surpassing a Record High.

Consolidated operating margins at UNH touched 9.2% for the quarter. Consolidated EBITDA margins surpassed 10.2% for the quarter. At the present rates of growth and factoring in the new acquisition that closed last month, the Optum division stands to surpass

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Grupo Comercial Chedraui (CHDRAUIB-MX, $3.19 USD) Quietly Discloses First New Location for the “SMART & FINAL” Cash and Carry Retail Chain.

Central to my long thesis on Grupo Chedraui is a rollout of the Smart & Final cash and carry grocery warehouse format. This 254-store warehouse retailer (think of a smaller version of Costco specializing in groceries and food supplies without

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