GAERF News and Press, Grupo Aeroportuario del Centro Norte S.A.B de C.V. - Class B From 02/16/21

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2020 Results Earnings Conference Call February 16, 2021, 11:00 AM ET Company Participants Emmanuel Camacho - Investor Relations Officer Ricardo Dueñas - Chief Executive Officer Ruffo Pérez Pliego - Chief Financial Office...

OMAB has no direct competition, has had increasing operating margins (outside of the pandemic), and has had a high ROIC (outside of the pandemic). OMAB is a play on the reshoring of manufacturing to Mexico. Manufacturing is cheaper in Mexico than in China. The 5-year Mas...

I'm sharing the year-end letter I wrote to family members and friends whose accounts I manage. In the second part of two, I break down our portfolio holdings to explain why they're in our portfolio. We have 24 US equity positions, 4 European equity positions, and a few short-term ...

Grupo Aeroportuario del Pacífico (“Pacífico”) has managed to weather the pandemic and returned to profitability in Q3. A full recovery of operations to pre-Covid levels will take time, as shown by the traffic numbers which plateaued in November. The company...

Grupo Aeroportuario del Sureste ("Sureste") has seen air traffic recover gradually in Mexico, Puerto Rico and, lately, Colombia. Sureste showed its resilience in Q3, which saw a return to profitability and confirmation of the company's low leverage and comfortable liquidity. A new...

The shares of Grupo Aeroportuario del Centro Norte ("OMAB") have bounced back in spectacular fashion since the March trough, with the company proving its resilience. OMAB's business is yet to fully recover, though. We discuss some catalysts that should determine price action (positive...

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q3 2020 Earnings Conference Call October 21, 2020 09:30 ET Company Participants Emmanuel Camacho - Investor Relations Officer Ricardo Dueñas - Chief Executive Officer Ruffo Pérez Pliego - Chief Financial Officer Conference ...