$AENA (-2,19 %) is one of my dearest stocks. I first initiated my position during the Corona crash when airports were empty and the market thought travel was permanently dead. Its one my highest weights in my portofolio 5.45 %

Between going ex-dividend on the 23rd, geopolitical tensions, and the CNMC freezing tariffs, the price has taken a noticeable hit..

But our algorithm just moved it from WATCH to OPTIMAL. Why?

Because basic screeners are showing a P/E of 17.1x, which looks expensive. But AENA is an infrastructure stock—you have to look at cash flow. At 12.3x P/FFO, the underlying cash generation is massive.

🟢 AENA.MC

Quality Score: 85/100 (Rock solid)

Opportunity Score: 55/100 (Just crossed the threshold)

It’s a borderline Opportunity score, but the cash flow easily covers the dividend despite the short-term regulatory noise. Sometimes the best time to buy infrastructure is when the regulator is making headlines.