OMAB News and Press, Grupo Aeroportuario del Centro Norte S.A.B. de C.V. From 01/23/23

Summary France-based Vinci SA is a leading engineering and construction company. It also possesses a major concessions business including highways and airports. The airport division has grown steadily over the past decade, making Vinci one of the world's main airport operators. Passenge...

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q3 2022 Earnings Conference Call October 31, 2022, 12:00 PM ET Company Participants Emmanuel Camacho - IR Officer Ricardo Duenas - CEO Ruffo Perez Pliego - CFO Conference Call Participants Al...

Grupo Aeroportuario del Centro Norte press release ( NASDAQ: OMAB ): Q3 GAAP EPADS of $1.13. Revenue of Ps.3.14B (+31.9% Y/Y). Passenger traffic increased 22.8% during 3Q22, as compared to 3Q21, reaching 6.3 million passengers, and increased 2.0% as compared to 3Q19. T...

Summary September 10%+Yield data was all sourced from YCharts and limited to U.S. listings, and dividends under 25%. However, variable dividends were rampant. Analyst top-ten net-gain estimates from these 99 bargain-basement dogs 9/14/21 ranged 19.36%-100.18% from LOMA, SITIY; OMA...

Summary I added to positions in 18 different holdings for my buy-and-hold portfolio in August. The majority of these were in international markets as non-American companies continue to offer greater value today. Energy, airports, and banks were among the most interesting oppor...

Summary Mexican airport operator Grupo Aeroportuario del Centro Norte will soon have a new controlling shareholder: France-based Vinci S.A. Vinci is a leading infrastructure group and one of the world's largest airport operators. I view their involvement as a big positive for Cent...

Airport operators were significantly impacted by Covid, but some like Grupo Aeroportuario del Pacífico have mostly recovered. Despite the operational recovery, the valuation remains below its historical average by a significant margin. The company has several growth projects,...

The valuation and Q2 2022 results make us believe there is still significant value in ASUR shares. During the second quarter total traffic was up over 39% y/y, and exceeded second quarter 2019 levels by 19%, reaching a record of 16.7 million passengers. With an EV/EBITDA of ~10x, ...

August 10%+ Yield data was all sourced from YCharts. Unsustainable-dividends above 26% were discarded; others were deleted for infrequent-dividends; not all paid consistent annual-dividends. Variable dividends were rampant. Analyst top-ten net-gain estimates from these 77 bargain-base...

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2022 Earnings Conference Call July 27, 2022, 11:00 ET Company Participants Emmanuel Camacho - IR Officer Ricardo Duenas - CEO Ruffo Perez Pliego - CFO Conference Call Participants Alejandr...