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@ThomasMoroder "Grupo Aeroportuario del Sureste $ASR Operates Cancn and others. High margin USD-linked. Caribbean exposure"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Zurich Airport $FHZN.SW Swiss gateway expanding in India and Latin America. Premium retail and stable traffic"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Grupo Aeroportuario Centro Norte (OMA) $OMAB Northern Mexico focus. Less tourist-driven than ASR or PAC more industrial corridor exposure"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Athens International Airport $AIA.AT Tourism gateway with high EBITDA margins. Upcoming privatization could add to float/liquidity"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Corporacin Amrica Airports $CAAP Operates 50+ airports across Argentina Brazil Italy and Armenia. Volatile but diversified"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Japan Airport Terminal $9706.T Not the airport itselfhandles retail and facilities at Haneda. Unique angle on travel consumption"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Publicly traded airport operators. Airports are unique infrastructure investments with pricing power barriers to entry and non-aero revenue. Heres a global list of listed players you can actually buy: 🧵👇"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, 1582 engagements

"Aena $AENA.MC Spain's dominant airport operator. Runs 40+ airports domestically and several abroad. A benchmark in airport privatization"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Airports of Thailand $AOT.BK Operates Bangkoks Suvarnabhumi and other regional hubs. Asia travel reopening tailwinds apply"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"TAV Airports Holding $TAVHL.IS Operates Ankara Izmir and more. Linked with Groupe ADP. Currency risk + EM upside"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements

"Beijing Capital International Airport $0694.HK Runs PEK. Key for China outbound travel but revenue model differs from Western peers"
X Link @ThomasMoroder 2025-06-08T07:55Z XXX followers, XXX engagements