Blog Archives

HNA Infrastructure Ltd. (0357-HKSE, $7.45): August Passenger Traffic Growth Continues to Accelerate .

http://www.mlairport.com/autoweb/autoweb/secondpage/hkml_en_tzzgxhken_jb.html?id=q5QFfxzEDzBIsHCjEcBsFsMcuHP0anzdhken_jb&name=Public%20Reports&t1=Report&t2=s_c_name_ggbg%20s_j_c&t3=4&t4=8 The number of passengers served by Haikou Meilan International Airport exceeded 14.98 million through August, 2017.

Posted in Portfolio Model Subscription

Estimates of Tourist Destination Substitution, due to Hurrican Irma, for the Benefit ASR and PAC, in 2017-2018.

St. Martin served more than 1.9 million tourists in 2016. Antigua and Barbuda served roughly 500,000 tourists. The US Virgin Islands (St. John, St. Thomas and St. Croix) served roughly 3 million tourists in 2016. Cayo Santa Maria and Cayo

Posted in Portfolio Model Subscription

Mastercard Inc. (MA-NYSE, $136.50) Raises Revenue Guidance for 2017.

Currency tailwinds, noted by this author in a recent post, are now evident to both the management of MasterCard as well as the investment community at large. In a filing with the SEC, MasterCard management indicates a view that revenue

Posted in Portfolio Model Subscription

Grupo Aeroportuario Del Pacifico (PAC-NYSE, $115.5) Reported Q2, 2017 Revenue Growth of 13.5%.

EBITDA margins were 63.3%. EPS was $1.09 per share. https://www.aeropuertosgap.com.mx/images/files/reportes_financieros/2Q17%20GAP_ENG_Final.pdf

Posted in Portfolio Model Subscription

Mastercard Inc. (MA-NYSE, $130.99) Revenue Growth of 13% in Q2, 2107 Looks to be Accelerating.

Net income rose 20% in the quarter ended June 30th, 2017. EPS was $1.10 per share and EBITDA margins touched 57%. http://s2.q4cdn.com/242125233/files/doc_financials/2017/2Q-17-Earnings-Release.pdf http://s2.q4cdn.com/242125233/files/doc_presentations/2017/2Q17-MA-Earnings-Presentation.pdf Visa reported higher growth rates. It must be noted that Visa’s results were buoyed by the inclusion

Posted in Portfolio Model Subscription
Recent Comments
    Archives