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    Juan Ponce • Bradesco BBI

    Juan Ponce's questions to Central North Airport Group (OMAB) leadership

    Juan Ponce's questions to Central North Airport Group (OMAB) leadership • Q2 2025

    Question

    Juan Ponce from Bradesco BBI inquired about the expected network development at Monterrey airport over the next twelve months, given its significant international traffic growth.

    Answer

    CFO Ruffo Pérez Pliego responded that while they anticipate new domestic route openings in the second half of the year, international growth may not accelerate as much due to announced airline capacity cuts. The focus will be on consolidating recently launched international routes.

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    Juan Ponce's questions to Vesta Real Estate Corporation SAB de CV (VTMX) leadership

    Juan Ponce's questions to Vesta Real Estate Corporation SAB de CV (VTMX) leadership • Q2 2025

    Question

    Juan Ponce of Bradesco BBI inquired about the progress of Vesta's development pipeline in light of the upcoming USMCA review and its potential to unlock pent-up demand, particularly in northern markets experiencing rising vacancy but stable rents.

    Answer

    CEO Lorenzo Dominique Berho Carranza acknowledged a slight vacancy increase in northern markets but highlighted the surprising resilience of rental rates, which have even increased in some cases. He expressed confidence that greater clarity from USMCA negotiations will stimulate leasing momentum, noting that Vesta's well-located parks with key infrastructure like energy are positioned to capture this future demand.

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    Juan Ponce's questions to Grupo Aeroportuario del Pacifico SAB de CV (PAC) leadership

    Juan Ponce's questions to Grupo Aeroportuario del Pacifico SAB de CV (PAC) leadership • Q3 2024

    Question

    Juan Ponce of Bradesco BBI questioned the potential impact of the U.S. elections on international traffic to leisure destinations and asked whether recent declines were driven by capacity constraints or a drop in demand.

    Answer

    Executive Raul Musalem acknowledged a significant decrease in available airline seats for leisure destinations like Los Cabos, Puerto Vallarta, and Montego Bay, which has impacted passenger growth. He clarified that demand and yields remain healthy, suggesting the issue is primarily capacity-driven. Musalem noted it was too early to attribute this to the U.S. elections and highlighted that business and VFR traffic, particularly in Guadalajara, remains strong with double-digit growth.

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    Juan Ponce's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership

    Juan Ponce's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership • Q3 2024

    Question

    Juan Ponce asked about the decline in U.S. travel to Mexican destinations and sought clarification on the recovery timeline for the Pratt & Whitney engine issues.

    Answer

    Adolfo Castro Rivas explained the U.S. traffic decline by comparing it to the 2018 U.S. election year, which saw a similar drop. He also clarified that he expects the negative effects from the Pratt & Whitney engine problems to conclude after the second quarter of 2025.

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