Added to YB: 2026-04-28
Pitch date: 2026-04-24
AERO [bullish]
Grupo Aeroméxico, S.A.B. de C.V.
-1.5%
current return
Author Info
No bio for this author
Company Info
Grupo Aeroméxico, S.A.B. de C.V., through its subsidiaries, provide public air carrier services for passengers and goods.
Market Cap
$2.2B
Pitch Price
$26.04
Price Target
28.57 (+10%)
Dividend
N/A
EV/EBITDA
3.12
P/E
6.44
EV/Sales
0.93
Sector
Passenger Airlines
Category
value
Want to Buy a Mexican Airline? No? Read This First. - Grupo Aeromexico
AERO: Silver Point (2nd largest position, $46B AUM distressed debt specialist) holds post-bankruptcy Mexican airline. Q1 rev $1.34B (+13.3% YoY), $1.3B FY25 OCF, $1.2B liquidity (23% of rev). Trading $15 vs $28.57 avg analyst PT (+115%), 0.037x P/S on $5.36B rev. FIFA World Cup 2026 catalyst. Main risk: unhedged fuel at Brent $90-100. Silver Point entered via debt conversion, knows mgmt from restructuring table.
Read full article (6 min)