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Grupo Aeroportuario Del Sureste (ASR-NYSE, $285.85) Selling for 9.6X my Estimated 2023 EV/EBITDA Ratio.

ASUR likely closed out fiscal 2022 with total long term debts of just $600 million US. Net passenger revenues could have finished as high as $1.14 billion for 2022. EBITDA was possibly as high as $800 million. Concrete terminals and

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Grupo Aeroportuario Del Pacifico (PAC-NYSE, $173.26) Announces 2023 Fiscal Guidance.

https://www.globenewswire.com/news-release/2023/01/17/2589525/0/en/Grupo-Aeroportuario-del-Pacifico-Announces-Growth-Guidance-for-the-Full-Year-2023.html 2023 will represent a turning point for year over year comparisons by analysts. Until the end of 2022, analysts were appraising revenue and income targets of airlines and airports against 2019 figures. This was due to the mandated travel

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Grupo Comercial Chedraui (CHDRAUIB-MX, $4.48 US) Provides 2023 Fiscal Guidance.

Of particular interest is the corporate indication that management of Chedraui intends to, more or less, eliminate net long term debts by the end of 2023 via internally generated cash flow. Net long term debts on 09/30/22 were indicated to

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Novo Nordisk (NVO-NYSE, $133.33) to Benefit From the First Change in US Guidance Regarding Childhood Obesity in 15 years.

(all figures reported in USD unless otherwise stated) Novo Nordisk represents one of the top 7 investment positions in the Gnostic Model Portfolio Novo Nordisk, a Danish company, is the largest producer of diabetes and prescription weight loss medicines on

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Grupo Aeroportaurio Del Sureste (ASR-NYSE, $256.74) Reports a 30.3 Million Passenger Throughput at Cancun International Airport for 2022.

Total passenger traffic at all Mexican airports operated by ASUR was 39.5 million, up from 34.2 million in 2019. 2019 represented the previous peak year prior to Covid-19 travel restrictions and is considered the representative baseline year (normalized) for travel

Posted in Open Blog
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