OMAB Grupo Aeroportuario del Centro Norte S.A.B. de C.V Loading... : Investor Sentiment and Bull/Bear Views

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23:51
Feb 03
AltayCap Value investor, Istanbul. Free writeups
Author is long OMAB, up 80%, still holding based on multiples and thesis.
OMAB 1ST
MED
19:53
Jan 07
u/WizardOfWaivers Reddit r/ValueInvesting
Long OMAB: monopoly airports, 7% FCF yield, 12% growth.
The author argues OMAB is about half price at around $110 USD based on a current FCF yield just under 7% versus a fair 3% yield. Airports are natural monopolies with price-inelastic demand, and OMAB has strong pricing power in its unregulated non-aeronautical segment. The CEO has a long-term focus and efficiency record, supporting expected FCF growth of about 12% annually over 5-10 years. The main stated risk is Mexican CEO pay structures, mitigated by the current CEO's track record.
OMAB 1ST
HIGH

About OMAB Investor Commentary

Across the available history and selected sources, Buzzberg tracks OMAB (Grupo Aeroportuario del Centro Norte S.A.B. de C.V) across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: AltayCap, u/WizardOfWaivers.