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Weekend Digest #236: (Mexican Airports, RCL & Corporate Bonds, Femsa)

Weekend Digest #236: (Mexican Airports, RCL & Corporate Bonds, Femsa)

Femsa sells assets at last, how cargo is driving growth at Mexican Airports, and checking in on the corporate bond market and RCL bonds.

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Ian Bezek
Feb 27, 2023
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Ian’s Insider Corner
Weekend Digest #236: (Mexican Airports, RCL & Corporate Bonds, Femsa)
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Summary

  • The Mexican airports picked up some big new international routes in February -- how cargo helps drive these additional opportunities.

  • Royal Carribbean bonds are up from 75 to 94 since we added to the aggressive portfolio last summer. My thoughts on whether they're a hold or sell here.

  • Comments on corporate bonds more generally; traders are pricing …

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