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    Enrique Sojo

    Research Analyst at Fundamenta Investments

    Enrique Sojo is an Equity Research Analyst at Fundamenta Investments, specializing in Latin American transportation and consumer companies. He covers firms such as Grupo Aeroportuario del Sureste (ASUR) and Alsea SAB de CV, and his market insights have contributed to investment decisions around international traffic trends and corporate earnings performance. Since joining Fundamenta Investments, Sojo has participated regularly in earnings calls and has built a reputation for his analytical rigor and up-to-date coverage. His professional background includes securities analysis, although specific FINRA registration and license details are not publicly available.

    Enrique Sojo's questions to SOUTHEAST AIRPORT (ASR) leadership

    Enrique Sojo's questions to SOUTHEAST AIRPORT (ASR) leadership • Q2 2025

    Question

    Enrique Sojo from Fundamenta Investments questioned the outlook for international traffic in Mexico for the second half of the year, given the declines in the first half. He also asked whether to expect a strong rebound or a gradual recovery in domestic passenger numbers.

    Answer

    CEO Adolfo Castro Rivas noted that 38% of the Q2 international decline was due to Tulum, with the remainder from broader market weakness. The future depends on economic conditions and migration policies. For domestic traffic, he expects a better performance and an end to the declines for the rest of the year, but did not commit to a 'strong rebound'.

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    Enrique Sojo's questions to SOUTHEAST AIRPORT (ASR) leadership • Q2 2025

    Question

    Enrique Sojo requested a deeper analysis of Mexico's international traffic dynamics for the second half of the year and asked whether the domestic passenger recovery would be a strong rebound or more gradual.

    Answer

    CEO Adolfo Castro Rivas stated that 38% of the international traffic decline was due to the Tulum airport's ramp-up, with the remainder from broader market weakness. He indicated the domestic recovery would be gradual, expecting an end to declines rather than a sharp rebound.

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    Enrique Sojo's questions to SOUTHEAST AIRPORT (ASR) leadership • Q4 2024

    Question

    Enrique Sojo asked if new information from Volaris about prolonged GTF engine issues and slower capacity growth would significantly hinder ASUR's short-to-medium term growth.

    Answer

    Executive Adolfo Castro Rivas acknowledged the ongoing Pratt & Whitney issues but highlighted the net increase in aircraft across major carriers. He expects the most significant effects to persist through the first three quarters of the year before the situation begins to improve.

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    Enrique Sojo's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership

    Enrique Sojo's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q3 2023

    Question

    Inquired about lease renewal spreads, whether expiring leases are being renewed at full market rates, and the composition of the 'other revenue' line item.

    Answer

    Vesta is achieving significant rent increases on renewals, with total spreads in the double-digits (10-15%), well above the standard annual CPI adjustments. The 'other revenue' of $4.2 million primarily consists of reimbursable services provided to clients, with energy reimbursables being the largest and fastest-growing component.

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