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Gabriel Himmelfarb

Research Analyst at Bank of Nova Scotia

Gabriel Himmelfarb is an equity research analyst at Scotiabank (Bank of Nova Scotia), specializing in Latin American airport and infrastructure companies. He actively covers firms such as Grupo Aeroportuario del Pacífico (GAP) and Grupo Aeroportuario del Centro Norte (OMA), regularly participating in earnings calls and providing insights on key financial metrics and capital allocation. Himmelfarb has built a track record in the sector since joining Scotiabank, focusing on transportation and infrastructure equities, though public platforms do not publish specific success rates or returns for his recommendations. His prior career details and professional credentials such as FINRA registration or securities licenses are not available in public filings or recent disclosures.

Gabriel Himmelfarb's questions to Central North Airport (OMAB) leadership

Question · Q3 2025

Gabriel Himmelfarb asked about OMA's capital allocation strategy for the next Master Development Program (MDP), specifically if the focus would be on Monterrey for capacity expansion or commercial space development, and whether OMA is considering international portfolio expansion outside Mexico.

Answer

CEO Ricardo Dueñas confirmed that approximately half of the MDP capital would be allocated to Monterrey, focusing on capacity expansion, commercial opportunities, pavement, technology, and environmental projects. He also stated that OMA is always looking for international expansion opportunities but has no concrete transactions to share currently.

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Question · Q3 2025

Gabriel Himmelfarb asked about the capital allocation strategy for the next Master Development Program (MDP), specifically regarding the focus on Monterrey Airport and its capacity/commercial development. He also inquired about OMA's consideration of international expansion.

Answer

CEO Ricardo Dueñas confirmed that approximately half of the MDP capital will be allocated to Monterrey, focusing on capacity expansion, commercial opportunities, pavement, technology, and environmental projects. Mr. Dueñas also stated that OMA is always looking for international expansion opportunities but has no concrete transactions to share at this time.

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Gabriel Himmelfarb's questions to Pacific Airport (PAC) leadership

Question · Q3 2025

Gabriel Himmelfarb asked for clarification on the expected tariff increases for 2026 and when GAP anticipates reaching 100% maximum tariff fulfillment.

Answer

Raúl Revuelta, CEO of GAP, indicated that specific 2026 tariff increases are being finalized with AFAC and are expected in February. He projected a maximum tariff fulfillment of 93% to 97% by the end of 2026, contingent on inflation and exchange rates.

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