The Mexican Airport Concessions: A Comparative Investment Analysis of GAP, ASUR, and OMA

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

Executive Summary This report provides a comprehensive fundamental investment analysis of the three publicly traded Mexican airport operators: Grupo Aeroportuario del Pacífico (GAP), Grupo Aeroportuario del Sureste (ASUR), and Grupo Aeroportuario del Centro Norte (OMA). The Mexican airport sector presents a compelling investment case, characterized by a quasi-monopolistic market structure, long-term concession agreements that provide […]

Episode metadata supplied by the publisher feed · Published Jul 23, 2025

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