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Singapore Airlines reports a surprise loss – so buy Copa?
Singapore Airlines reported its first quarterly loss in more than two years this week on the back of higher fuel costs, weak demand from Europe, and increased competition from rapidly expanding Middle...
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Counterpoint: How it’s possible to win with emerging market airlines
Emerging Money author Jonathan Yates made a number of compelling points as to why airlines from developed nations mostly make for terrible investments. However, investors and traders alike can find a...
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COPA airlines of Panama a sound rebuttal to aviation stock haters
Because developed market airline stocks have traditionally underperformed other sectors, investors frequently overlook emerging market counterparts — such as Panamanian based carrier COPA. COPA's...
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Use U.S. airlines results to play emerging market carriers
Over the past few weeks, a host of U.S. airlines reported earnings, with the majority beating expectations. Investors can potentially extrapolate an investment thesis in emerging market carriers from...
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Emerging markets week ahead: an upside surprise for earnings and China data?
The iShares MSCI Emerging Markets (EEM, quote) recovered Thursday’s losses on Friday and finished the week 1.4% stronger. Look for growth in Beijing to continue, particularly in air particulate matter...
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Latin America routes key to US Airways, American merger
Speculation over the progress of the potential US Airways (LCC, quote) and American Airlines merger continues to increase. Next stop: Latin America! Interestingly, what is turning out to be the most...
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Trading The Globe: FedEx delivers disappointment
FedEx (FDX, quote) is a leading indicator for many emerging markets, and after delivering a profit warning for the full year yesterday, they’re saying the growth up until the first quarter,...
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Latin American airlines COPA and GOL soar
Latin American carriers COPA (CPA, quote) and Gol Linhas Aereas Inteligentes (GOL, quote) both moved substantially higher in Monday trading; is now the time to jump into these stocks? COPA at LAX...
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Pair trade: Long COPA and short GOL is still working
While many investors are loth to invest in airline equities, by employing a pair trade, investors can mitigate some of the inherent risk associated with aviation companies. Like in any other sector,...
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GOL reports disappointing earnings
Brazilian low-fare air carrier Gol Linhas Aereas Inteligentes (GOL, quote) continues to underwhelm investors. The most recent batch of bad news came yesterday when the company announced a sizable loss...
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