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Grupo Aeroportuario Del Sureste (ASR-NYSE, $281.27) Reports for Q4, 2022.

(All figures are reported in US dollars unless otherwise stated and are converted from MX pesos at the exchange rate of 1 MX pesos = $.0514 USD) ASUR, the operator of the Cancun International Airport and other regional airports in

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Grupo Comercial Chedraui (CHEDRAUIB-MX, $4.91) Posts a Strong Earnings Beat for Q4, 2022.

(All figures are expressed in USD unless otherwise stated. Mexican pesos are converted to USD at the fiscal 2022 year end rate of 1 MX peso = $.0514 USD) In Q4, food inflation continued to provide an impressive tailwind for

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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

Posted in Open Blog
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