North Central Airport Group (Mexico) ; NASDAQ:OMAB

Here’s why I would (and others might) like the stock:

  • Quality business: High returns, growth, margins, etc

  • Monopoly by way of regulatory concession(s)

  • Significant white space/growth runway (low passport penetration in mexico, etc)

  • Attractive entry point given implications of COVID on air travel (reversion to fair value would lead to 100% (!) upside, by my humble calcs)

  • Likely (imo) to survive COVID (Balance sheet is resilient in stress tests; significant cash reserves, etc)

There are plenty of risks and cons with this stock (DYOR), but i’d rather stress the positives to get some votes and get this stock on the app :rofl: Please vote, thanks :slight_smile: