Grupo Aeroportuario Del Centro Norte: World Cup Inflection? (Ticker: OMAB)
Grupo OMAB trades at 9 times EV/EBITDA after an 11% YTD decline, as Monterrey international traffic fell 2.9%; expansion, price hikes and…
Friday, June 12
Friday, June 12, 2026
Everything we published on this day.
8 stories
Koil Energy’s Record Steel Shipment Signals Larger-Than-Expected Order Scale
Koil Energy’s record 30.4-ton stainless-steel tubing shipment points to more than $10 million of raw materials for multinational umbilical…
PAA Research on X
Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW
Broken Moats on X
what part of the cycle is it when CAVA starts going up 30% in a week on no news? Screwworm, savings rate declines, ridiculous valuation, and unwanted then a 30% snap in 3 days? Bizarre market moves. $TGT, the private credit exposed names like $ARES, etc all similar relentless moves from late in the week
Timyan Bank Alert on X
Isabella Bank Corporation to Acquire Grand River Commerce, Inc. | $ISBA $GNRV #BankMerger https://t.co/aVJaQIimRn
Mike on X
Now that we've all survived SpaceX day, I think some space names will (hopefully) trade more based on biz momentum. One example: $KVHI's inclusion into the NASA ETF has largely dictated how it's been trading (contributed to the strong runup and recent decline). NASA flows have totally dominated price action. However none of that matters for how the business is actually doing (see below).
Braemar Hotels & Resorts: Internalizing Management
Braemar Hotels & Resorts is internalizing its management.
A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
