🇺🇸 SECCentral North Airport GroupCodex · 实盘不做把握 6/10不做原因:消息已过时
北京时间·🕒 发布 19:05:14·⟳ 抓取 19:05:42 +28s·⚡ 决策 09-08 19:41:23 +35m41s·49.3 天前
OMA披露2026年8月旅客吞吐量同比增长4.0%
本次SEC 6-K不是新增经营事实,而是9月4日已在公司新闻稿和BMV相关事件中披露的月度旅客量更新;数据方向偏正但幅度温和、属于连续月度经营披露,缺少足以在9月8日重新交易的增量预期差。
📄 原文Central North Airport Group↗ 原文
----- oma-6k_090726.htm ----- 6-K 1 oma-6k_090726.htm CURRENT REPORT OF FOREIGN ISSUER UNITED STATES SECURITIES AND EXC…
不做 Grupo Aeroportuario del Centro Norte(OMAB.US)
8月客流增长偏正但为9月4日已披露的例行月度经营数据,SEC 6-K在9月8日不提供新增预期差,不追。
不做 Grupo Aeroportuario del Centro Norte(OMA.MX)
本地主上市标的已在9月4日BMV披露窗口接收同一信息,当前没有低扩散新增催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
OMA 8月客流同比增长4.0%,延续7月3.9%的温和增长,基本面对机场收入方向偏正;但公司新闻稿和BMV相关事件均显示该消息已在2026-09-04发布,SEC 6-K只是后续法定报送,当前相对首发已滞后数日,且没有新增指引、金额或利润率信息,因此不追。
消息传播链
- BMV相关事件列表显示OMA 8月客流同比增长4.0%的披露时间为2026-09-04 07:00,早于本次SEC抓取。
- 公司新闻稿披露8月总旅客量同比增长4.0%、国内增长3.5%、国际增长7.0%。
- SEC 6-K转交同一9月4日新闻稿,未新增金额、指引或经营细分。
关键理由
- 客流量同比增长4.0%对机场航空和商业服务收入方向偏正,但只是例行月度经营数据。
- 7月客流已增长3.9%,8月4.0%只是小幅延续,预期差有限。
主要风险
- 若后续财报显示客流增长转化为高于预期的商业收入或费率改善,本次回避可能错过慢变量重估。
- 未取得实时行情,无法判断首发后是否有异常低反应,但这不改变事件已过首发窗口的结论。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-04 · 影响 weakens
7月客流已同比增长3.9%,8月4.0%没有形成明显加速 surprise。
检索:OMA July 2026 passenger traffic 3.9% August 2026 4.0% comparison 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-09-04 · 影响 weakens
BMV已在9月4日列示同一事项,削弱9月8日SEC 6-K作为新催化的可交易性。
检索:BMV OMA eventos relevantes 04-09-2026 tráfico pasajeros agosto 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足未改变结论;交易判断由一手披露时点、月度数据性质和有限预期差决定。
方向:未使用外部先例定方向;本事件本身是偏正经营数据但新鲜度不足。
涨幅量级:未取得可用于校准幅度的高相似先例;月度客流披露通常需要结合预期差和后续财务转化。
形态:未形成可量化的见光死结论;本次回避主要来自首发滞后和增量有限。
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原文全文
展开原文 · 3,061 字
----- oma-6k_090726.htm -----
6-K
1
oma-6k_090726.htm
CURRENT REPORT OF FOREIGN ISSUER
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September
GRUPO AEROPORTUARIO DEL CENTRO NORTE, S.A.B. DE
C.V.
(CENTRAL NORTH AIRPORT GROUP)
(Translation of Registrant’s Name Into
English)
México
(Jurisdiction of incorporation or organization)
Torre Latitud, L501, Piso 5
Av. Lázaro Cárdenas 2225
Col. Valle Oriente, San Pedro Garza García
Nuevo León, México
(Address of principal executive offices)
(Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F ☒ Form
40-F ☐
(Indicate by check mark whether the registrant
by furnishing the information contained in this form is also thereby furnishing the information to the Commission pursuant to Rule
12g3-2(b) under the Securities Exchange Act of 1934.)
Yes ☐ No
☒
(If “Yes” is marked, indicate below
the file number assigned to the registrant in connection with Rule 12g3-2(b): 82- .)
OMA
reports a 4.0% increase
in
August 2026 passenger traffic
Mexico City, Mexico, September 4, 2026—
Mexican
airport operator Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., known as OMA (NASDAQ: OMAB; BMV: OMA), reports that terminal passenger
traffic at its 13 airports increased 4.0% in August 2026, as compared to August 2025. Domestic traffic increased 3.5%, and international
traffic increased 7.0%.
Of total passenger traffic, 99.5% was commercial,
and 0.5% was general aviation.
Chief Financial Officer
Ruffo Pérez Pliego
+52 (81) 8625 4300
rperezpliego@oma.aero
www.oma.aero
Investor Relations:
Emmanuel Camacho
+52 (81) 8625 4308
ecamacho@oma.aero
About OMA
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., known as OMA, operates 13 international airports in nine states of central and
northern Mexico. OMA’s airports serve Monterrey, Mexico’s third largest metropolitan area, the tourist destinations of Acapulco,
Mazatlán, and Zihuatanejo, and nine other regional centers and border cities. OMA also operates the NH Collection Hotel inside
Terminal 2 of the Mexico City airport and the Hilton Garden Inn at the Monterrey airport. OMA employs over 1,200 persons in order to offer
passengers and clients airport and commercial services in facilities. OMA is listed on the Mexican Stock Exchange (OMA) and on the NASDAQ
Global Select Market (OMAB). Since December 2022, OMA is part of VINCI Airports, the world´s leading private airport operator.
Webpage:
www.oma.aero
X:
http://twitter.com/OMAeropuertos
Facebook
https://www.facebook.com/OMAeropuertos
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly
authorized.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
By:
/s/ Ruffo Pérez Pliego
Ruffo Pérez Pliego
Chief Financial Officer
Dated: September 4, 2026
6-K
1
oma-6k_090726.htm
CURRENT REPORT OF FOREIGN ISSUER
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September
GRUPO AEROPORTUARIO DEL CENTRO NORTE, S.A.B. DE
C.V.
(CENTRAL NORTH AIRPORT GROUP)
(Translation of Registrant’s Name Into
English)
México
(Jurisdiction of incorporation or organization)
Torre Latitud, L501, Piso 5
Av. Lázaro Cárdenas 2225
Col. Valle Oriente, San Pedro Garza García
Nuevo León, México
(Address of principal executive offices)
(Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F ☒ Form
40-F ☐
(Indicate by check mark whether the registrant
by furnishing the information contained in this form is also thereby furnishing the information to the Commission pursuant to Rule
12g3-2(b) under the Securities Exchange Act of 1934.)
Yes ☐ No
☒
(If “Yes” is marked, indicate below
the file number assigned to the registrant in connection with Rule 12g3-2(b): 82- .)
OMA
reports a 4.0% increase
in
August 2026 passenger traffic
Mexico City, Mexico, September 4, 2026—
Mexican
airport operator Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., known as OMA (NASDAQ: OMAB; BMV: OMA), reports that terminal passenger
traffic at its 13 airports increased 4.0% in August 2026, as compared to August 2025. Domestic traffic increased 3.5%, and international
traffic increased 7.0%.
Of total passenger traffic, 99.5% was commercial,
and 0.5% was general aviation.
Chief Financial Officer
Ruffo Pérez Pliego
+52 (81) 8625 4300
rperezpliego@oma.aero
www.oma.aero
Investor Relations:
Emmanuel Camacho
+52 (81) 8625 4308
ecamacho@oma.aero
About OMA
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., known as OMA, operates 13 international airports in nine states of central and
northern Mexico. OMA’s airports serve Monterrey, Mexico’s third largest metropolitan area, the tourist destinations of Acapulco,
Mazatlán, and Zihuatanejo, and nine other regional centers and border cities. OMA also operates the NH Collection Hotel inside
Terminal 2 of the Mexico City airport and the Hilton Garden Inn at the Monterrey airport. OMA employs over 1,200 persons in order to offer
passengers and clients airport and commercial services in facilities. OMA is listed on the Mexican Stock Exchange (OMA) and on the NASDAQ
Global Select Market (OMAB). Since December 2022, OMA is part of VINCI Airports, the world´s leading private airport operator.
Webpage:
www.oma.aero
X:
http://twitter.com/OMAeropuertos
https://www.facebook.com/OMAeropuertos
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly
authorized.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
By:
/s/ Ruffo Pérez Pliego
Ruffo Pérez Pliego
Chief Financial Officer
Dated: September 4, 2026
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