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SYDDF - Centro Norte Airports: My Favorite Travel Recovery Stock
Sydney Airport Stpld Sec
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As this is a lengthy article, here's the thesis for Mexican airport operator Grupo Aeroportuario del Centro Norte (OMAB) in a nutshell:
The USMCA free trade agreement will drive new manufacturing to Mexico, specifically focusing on the Monterrey area.
Loss of confidence in China will cause factories to leave that country.
The slide in the Mexican Peso throws more fuel on these trends.