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    Abraham Fuentes Salinas • Santander

    Abraham Fuentes Salinas's questions to Central North Airport Group (OMAB) leadership

    Abraham Fuentes Salinas's questions to Central North Airport Group (OMAB) leadership • Q2 2025

    Question

    Abraham Fuentes Salinas from Banco Santander, S.A. inquired about the expected growth in commercial revenue per passenger in the mid-to-long term and its potential connection to the new MDP.

    Answer

    CFO Ruffo Pérez Pliego explained that commercial revenue growth is driven by ongoing initiatives like contract renegotiations, new store openings, and technology adoption. He clarified that the MDP is focused on aeronautical investments and is not directly linked to commercial revenue growth.

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    Abraham Fuentes Salinas's questions to Vesta Real Estate Corporation SAB de CV (VTMX) leadership

    Abraham Fuentes Salinas's questions to Vesta Real Estate Corporation SAB de CV (VTMX) leadership • Q2 2025

    Question

    Abraham Fuentes Salinas from Santander requested more color on the market dynamics in Tijuana, specifically regarding absorption, vacancy, and rental trends, and how these could affect Vesta's portfolio performance.

    Answer

    CEO Lorenzo Dominique Berho Carranza noted that strong rent growth in Tijuana has spurred new development. Despite new supply coming online, he stated that rents remain high and the leasing pipeline is strengthening. He highlighted Vesta's competitive advantage with properties that have utilities and energy ready, which is crucial for tenants looking to start operations quickly.

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    Abraham Fuentes Salinas's questions to Grupo Aeroportuario del Pacifico SAB de CV (PAC) leadership

    Abraham Fuentes Salinas's questions to Grupo Aeroportuario del Pacifico SAB de CV (PAC) leadership • Q2 2025

    Question

    Abraham Fuentes Salinas from Banco Santander asked for more color on the future growth of non-aeronautical revenue per passenger and inquired about the potential risks or opportunities from the U.S. DOT's claims against Mexico.

    Answer

    CEO Raúl Revuelta Musalem explained that future growth in commercial revenue per passenger is tied to major infrastructure projects like new terminals in Guadalajara and Puerto Vallarta. Regarding the U.S. DOT issue, he sees minimal short-term risk due to airline fleet issues and considers it part of a broader bilateral discussion.

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    Abraham Fuentes Salinas's questions to Controladora Vuela Compania de Aviacion SAB de CV (VLRS) leadership

    Abraham Fuentes Salinas's questions to Controladora Vuela Compania de Aviacion SAB de CV (VLRS) leadership • Q2 2025

    Question

    Abraham Fuentes Salinas of Banco Santander, S.A. asked for more details regarding Volaris's fuel hedging strategy.

    Answer

    CFO Jaime Esteban Pous Fernández disclosed that for July and August, Volaris has hedged 40% of its fuel consumption with call options at a strike price of $2.15 per gallon.

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