Chop Wood, Carry Water on Grupo Aeroméxico, S.A.B. de C.V. (AERO)
主要经营地 墨西哥城（墨西哥）
详细的生意模式 全服务航空：客运+货运+忠诚度；Mexico City枢纽运营国际/国内航线
护城河 枢纽时刻与航线网络；品牌与企业客户；但航空行业结构性弱护城河
估值水平 FCF/EV=16.8%；EV/EBITDA=3.6x；P/E=8.0x
EV/Market Cap 2.01x
网络观点 🟡 破产重组后成本结构改善、盈利超预期；但Delta合作变化、燃油/汇率使不确定仍大
AI的观点 ⚠️高杠杆周期股：EV/MarketCap>2 显示净债压力明显 ✅核对：重组后债务/租赁条款、燃油对冲、机队capex、Delta JV变化影响 ✅用“正常化利润”做压力测试更关键
作者简介 专业❌否；顶级❌否；13F❌否；回报34.0% (17 trades)；@alex_dragut
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