Fraport (ISIN: DE0005773303) – An essential Infrastructure play geared up to “fly away” ?

This is an investment idea that I have “borrowed” from my friend Jonathan Neuscheler from Abilitato. Therefore I highly recommend to read what he has written first. And this is also the reason why this write-up is rather short.

In short, I think Fraport is an interesting turn-around/deleveraging story with a near term catalyst in form of the resintatement of the dividend in 2026. Relative to its peers, Fraport trades at a significant discount which could disappear if things go according to plan which adds to the potential upside.

Here is the write-up (don’t worry, only 9 pages incl. pictures):

Bonus track: Lennis Kravitz – Fly away