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OMAB - Stronger Tourism Has Helped Propel Grupo Aeroportuario Del Sureste Past Its Rivals
Grupo Aeroportuario del Centro Norte S.A.B. de C.V.
Sureste has led the pack in terms of the pandemic recovery, with strong traffic improvements driven by healthy demand for leisure travel to destinations like Cancun.
The Tulum airport looks like a manageable threat to Sureste's critical Cancun airport.
International travel could still drive further recovery growth, but Sureste's valuation is less forgiving and spiking global nervousness could threaten the recovery.