Airports of Thailand isn’t currently in the Jenga Portfolio.
I’m monitoring the situation with their duty free partner and concession renegotiations. Their valuations are also punchy and would be a lot more interested at less than 18x forward earnings
OMA and Grupo Mexico are great companies.
Here's another great company: Grupo BMV
It’s been mentioned a few times here, I will definitely check deeper. Thanks for sharing!
Thanks for another brilliant article. I love the detail into all the aspects of the business and how they work.
Very insightful - thanks for sharing!
Excellent analysis to get a better understanding of the business model. Was wondering if Airports of Thailand is also part of Jenga portfolio.
Airports of Thailand isn’t currently in the Jenga Portfolio.
I’m monitoring the situation with their duty free partner and concession renegotiations. Their valuations are also punchy and would be a lot more interested at less than 18x forward earnings
Great write up! ASR keeps popping up on my screener but I’ve never looked into it, so thank you.
I recommend looking into them and do check the valuation model I uploaded towards the end of the deep dive.