Got it! Are you working at Isar or another space company?
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@Klassischer no, I work in the airport sector.
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•@Klassischer you?
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@filipemgpena not at all, just a space enthusiast :)
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•@filipemgpena btw if you work in the airport sector, what's your take on $FRA ? I have studied them a bit and find them interesting, though they have very high levels of debt at the moment. Might need to wait a year or so
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@Klassischer Fraport is interesting company, they are growing a lot. Building the new T3 in Frankfurt, expanding and growing the consulting business (especially in Saudi), as well the concession/management activities, like new airports in Greece, Bulgaria...
For sure those debt numbers are related to the recently investments, but in 5 years may start to produce results.
I have no airport company in my portfolio, but I would recommend to have a lot at Vinci (French company), they have a diversified business from construction, energy, concessions (highways, bridges, airports). If I am not mistakes, they are the n1 in the airport sector right now (I worked for them previously in Portugal)
For sure those debt numbers are related to the recently investments, but in 5 years may start to produce results.
I have no airport company in my portfolio, but I would recommend to have a lot at Vinci (French company), they have a diversified business from construction, energy, concessions (highways, bridges, airports). If I am not mistakes, they are the n1 in the airport sector right now (I worked for them previously in Portugal)
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•@filipemgpena thanks a lot for your take
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