Fraport (ISIN: DE0005773303) – A necessary Infrastructure play geared as much as “fly away” ?

That is an funding concept that I’ve “borrowed” from my pal Jonathan Neuscheler from Abilitato. Subsequently I extremely advocate to learn what he has written first. And that is additionally the explanation why this write-up is somewhat brief.

In brief, I believe Fraport is an attention-grabbing turn-around/deleveraging story with a close to time period catalyst in type of the resintatement of the dividend in 2026. Relative to its friends, Fraport trades at a major low cost which may disappear if issues go in accordance with plan which provides to the potential upside.

Right here is the write-up (don’t fear, solely 9 pages incl. photos):

Bonus monitor: Lennis Kravitz – Fly away