OMA, the main beneficiary on the BMV for the Tesla plant in Nuevo León

North Center Airport Group (OWN) has been the main beneficiary in the Mexican stock exchange (BMV) after the announcement of the construction of a Tesla electric vehicle gigaplant in Santa Catarina, New Lion.

Since Tesla’s arrival in Mexico was announced on February 28, the shares of OWN they have risen 14.50% on the BMV, to 200.45 pesos each, for a gain in market value of 9,789 million pesos.

In said period, it is the second company that earns the most within the Price and Quotation Index of the Mexican Stock Exchange (S&P/BMV IPC), only surpassed by the mining company Industrias Peñoles.

Carlos González, director of analysis at Monex Casa de Bolsa, assured that the rise in the stock market OWNwhich operates the Monterrey airport, is explained by Tesla’s announcement of the construction of a new electric vehicle gigaplant in New Lion.

“(Tesla’s plant) will bring more investment to the region, which in turn would generate more passenger traffic at the Monterrey airport and this would help OMA,” said Carlos González.

Alain Jaimes, an analyst at Signum Research, agreed that the announcement of the arrival of Tesla to Nuevo Leon it has been a “catalyst” for OMA’s actions.

“The most direct benefit that the arrival of Tesla would have would be an increase in passenger traffic and, given OMA’s routes, the airport group could benefit greatly from an increase in trips to Nuevo León,” said the Signum analyst. research.

For OWNthe terminal of Monterrey It is the most important of the 13 that operate throughout the country. In 2022, OWN transported 23.2 million passengers in its 13 airports, of which 47% were people who traveled in the terminal in the capital of Nuevo León.

The Nuevo León gigaplant would be only the third of Tesla outside the United States, in addition to the fifth counting those in the United States. The electric car company has a plant in Berlin, Germany, and another in Shanghai, China, as well as one in California and one in Texas.

According to the governor of Nuevo León, Samuel García, the investment for the arrival of the plant in the border state would amount to 10,000 million pesos in different phases.

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