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Transportation Mexican Investing Ideas
Grupo Traxión. de
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Solistica Acquisition And Cargo Modernization Will Expand Market Opportunities
Key Takeaways The Solistica acquisition and modernization of the cargo division are expected to enhance revenue growth and improve efficiency, positively impacting margins. Expansion in key markets and a focus on ESG initiatives could drive revenue growth, reduce costs, and enhance brand value.
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Mex$36.11
FV
53.0% undervalued
intrinsic discount
12.05%
Revenue growth p.a.
Set Fair Value
1
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2
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5 days ago
author updated this narrative
Grupo Aeroportuario del Centro Norte. de
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
16 New Routes And VIP Lounges Will Boost Monterrey Connectivity
Key Takeaways Increased seat capacity and new routes suggest strong future passenger traffic growth and potential revenue boost. Non-aeronautical revenue growth from VIP lounges and retail shows potential for higher margins and increased earnings.
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Mex$243.81
FV
2.3% overvalued
intrinsic discount
11.38%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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5 days ago
author updated this narrative
Grupo Aeroportuario del Sureste S. A. B. de C. V
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Airport Modernization And Latin Expansion Will Improve Air Connectivity
Key Takeaways Expansion into Puerto Rico and Colombia diversifies operations and strengthens growth prospects beyond the domestic market. Strategic investments in infrastructure and commercial revenue streams drive resilience and position the company for long-term growth.
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Mex$675.46
FV
16.1% undervalued
intrinsic discount
9.80%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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5 days ago
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Grupo Aeroportuario del Pacífico. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Upcoming Investments Will Expand Capacity And Improve Passenger Services
Key Takeaways Significant CapEx investments and infrastructure projects are expected to increase capacity and enhance passenger services, driving future revenue and profitability. Diversification into non-aeronautical revenues and implementation of new tariff regulations could boost overall net margins and mitigate passenger traffic declines.
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Mex$451.44
FV
7.6% undervalued
intrinsic discount
18.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
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5 days ago
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Controladora Vuela Compañía de Aviación. de
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Airline Will Capture VFR Traffic And Tech For Future Connectivity
Key Takeaways Strategic focus on VFR traffic and geopolitical adaptability positions Volaris for stable revenue growth and margin protection. Ancillary revenues and technological advancements support profitability and enhance customer experience by optimizing sales channels and reducing costs.
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Mex$22.38
FV
55.1% undervalued
intrinsic discount
11.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
12 days ago
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