Professional
Added to YB: 2025-06-02
Pitch date: 2025-05-30
ASR [bullish]
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
-4.34%
current return
Author Info
No bio for this author
Company Info
Grupo Aeroportuario del Sureste, S. A. B. de C. V., together with its subsidiaries, holds concessions to operate, maintain, and develop airports in the southeast region of Mexico.
Market Cap
MXN 186.7B
Pitch Price
MXN 591.20
Price Target
700.00 (+21%)
Dividend
3.36%
EV/EBITDA
9.02
P/E
13.35
EV/Sales
5.64
Sector
Transportation Infrastructure
Category
turnaround
Generation PMCA New Position: Grupo Aeroportuario del Sureste
ASR (new position): Owns airports in Mexico, Colombia & Puerto Rico with 70M+ passengers/yr. Temporary headwinds: weak EU/US travel, sewage at Mexico City (43 vs 75 ops/hr), P&W engine issues grounding Volaris/Viva planes. Strong Puerto Rico/Colombia growth offsetting Mexico weakness. PT $700+.
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