墨西哥交通：机场：8月交通量预览：OMA表现突出；坎昆仍然疲软

研报英文原文证据摘录

Equity Research

18 August 2026 | 4:25PM BRT

Mexico Transportation: Airports: August traffic preview: OMA stands

out; Cancun remains weak

In this note, we monitor airlines seat planning data in order to assess our covered

Mexican airports’ traffic performance in coming months.

On a relative basis, seat planning data points to OMA continuing to outperform

ASUR and GAP going into 3Q. Moreover, while we note that ASUR traffic remains

lackluster, we see a slight improvement in YoY performance in 3Q vis-à-vis 2Q26,

with growth turning positive potentially by November of this year. For GAP, seat

data points to a slight improvement in August vis-à-vis July YoY growth, although

September and October data indicate that GAP is expected to underperform the

other 2 groups.

Joao Frizo, CFA

Goldman Sachs do Brasil CTVM S.A.

Bruno Amorim, CFA

+55(11)3371-0764 |

Goldman Sachs do Brasil CTVM S.A.

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors

should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.

Investors should consider this report as only a single factor in making their investment decision. For Reg AC