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Mexican Airports: I Prefer ASR Over OMAB And PAC

Mexican airport sector is resilient, highly profitable and growing. Read more to see a comparison of 3 airport companies - ASR, OMAB and PAC - and my preference.

Mexico cityDistrito federalPuerto ricoNew mexicoUnited statesArkadiusz warguGrupo aeroportuario del centro norteGrupo aeroportuario del suresteAeroportuario del centro norteGrupo aeroportuario del pacMexico airport comps tableNew mexico cityTotal returnMexico airport stocksRelative performance mexico airportsMexico airports

Contrarian Trade: Value In International Stocks (NASDAQ:IXUS)

Given the level of risk and uncertainty across all markets and economies, I prefer the idea of broad foreign equity exposure. Click here to see my thoughts.

United statesDario caldaraMatteo iacovielloJp morganInternational stockInternational stocks seeking alphaInternational stocksDollar has weakened returnsSeeking alphaGeneral globalWestern europePresident bidenRisk indexGeopolitical risk indexFederal reserve boardGeopolitical risk

EPAM Systems: Resilient In The Face Of Invasion (NYSE:EPAM)

1H22 proved EPAM Systems' management’s ability to mitigate Ukraine invasion impact. Cost pressure is temporary. 25% growth to resume in YE23.

Latina americaSystems incGrowth yoyMachine learningEastern europeFinancial estimatesEvaluation summary

Golar LNG Stock: Monetizing European LNG Prices (NASDAQ:GLNG)

Golar LNG stands to reap a windfall on TTF prices that hover around $60mmBTU or 8x the 10 year average price. See why rate GLNG stock as a strong buy.

United kingdomGolar hilliBritish petroleumFortress energyCool coDutch title transfer facilityNew fortress energyConsensus peer comp tableGolar financialEvaluation summary

LATAM Airlines Has 95% Downside (OTCMKTS:LTMAQ)

LATAM Airlines Has 95% Downside (OTCMKTS:LTMAQ)
seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.

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