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    Ernst Mortenkotter

    Research Analyst at Grupo Bursátil Mexicano (GBM)

    Ernst Mortenkotter is an analyst at Grupo Bursátil Mexicano (GBM), specializing in the coverage of key equities in the Mexican financial markets. At GBM, he focuses on a portfolio of publicly listed companies which includes leading names in sectors such as banking, consumer goods, and telecommunications, drawing on a strong analytical track record, though verifiable public performance metrics and platform rankings are currently unavailable. Mortenkotter began his career in the financial industry prior to joining GBM, building expertise in equity research and market analysis over several years, but specific details on former employers and exact tenure are not publicly disclosed. He is recognized for his methodical research approach and holds professional credentials required for securities analysis in Mexico, indicating registration with the appropriate regulatory bodies.

    Ernst Mortenkotter's questions to SOUTHEAST AIRPORT (ASR) leadership

    Ernst Mortenkotter's questions to SOUTHEAST AIRPORT (ASR) leadership • Q1 2025

    Question

    Ernst Mortenkotter asked if the strong Q1 results in Colombia were a direct result of the strategy to increase prices on commercial contracts and whether this trend is expected to continue.

    Answer

    Adolfo Castro Rivas confirmed that the performance in Colombia reflects a successful strategy, which includes opening new commercial spaces and business-as-usual execution, in addition to favorable exchange rates. He stated the strategy is to continue this work and recommended analyzing historical reports in Colombian pesos to see the full effect of their efforts since 2017.

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    Ernst Mortenkotter's questions to SOUTHEAST AIRPORT (ASR) leadership • Q4 2024

    Question

    Ernst Mortenkotter asked about the drivers behind the strong growth in non-aeronautical revenue per passenger and sought details on the renewal terms of commercial contracts.

    Answer

    Executive Adolfo Castro Rivas attributed the strong performance primarily to the favorable foreign exchange impact from a weaker peso in Q4. He explained that commercial contract terms vary from 3 to 7 years with no set annual expiration rate, and the company's strategy focuses on maximizing tenant sales rather than simply increasing concession fees.

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    Ernst Mortenkotter's questions to Pacific Airport (PAC) leadership

    Ernst Mortenkotter's questions to Pacific Airport (PAC) leadership • Q4 2024

    Question

    Ernst Mortenkotter from GBM asked for a quick clarification on whether the announced 15% tariff increase is in real or nominal terms.

    Answer

    Executive Raul Musalem confirmed that the 15% increase is a nominal increase applied to the current tariffs.

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