@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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Filipe@fpena

7Mês

@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)

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Luke@Klassischer

7Mês

@filipemgpena thanks a lot for your take

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