Grupo Aeroportuario del Sureste
ASR

$304.10

0.31%

Market Cap: 9.12B

About: Grupo Aeroportuario del Sureste SAB de CV operates airports in southeast Mexico. The company's segments include Cancun; Aerostar; Airplan; Merida; Villahermosa; Holding and Services and other. It generates maximum revenue from the Cancun segment.

Employees: 1,882

0

Funds holding %

of 6,702 funds

–

Analysts bullish %

0

News positive %

of 5 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

38% more call options, than puts

Call options by funds: $573K | Put options by funds: $414K

10% more capital invested

Capital invested by funds: $897M [Q4 2023] → $990M (+$92.6M) [Q1 2024]

7% more funds holding

Funds holding: 122 [Q4 2023] → 130 (+8) [Q1 2024]

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0.02% more ownership

Funds ownership: 1.1% [Q4 2023] → 1.12% (+0.02%) [Q1 2024]

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Research analyst outlook

We haven’t received any recent analyst ratings for ASR.

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Financial journalist opinion

Based on 5 articles about ASR published over the past 30 days

Why Grupo Aeroportuario del Sureste Stock Is A Strong Buy

ASR reports lower revenues and EBITDA, but adjusted figures show stable margins and revenue growth in Mexico, San Juan, and Colombia. Negotiated maximum tariffs in effect have driven revenues in Mexico up despite lower traffic, leading to an 18% EBITDA growth. Stock price target for Grupo Aeroportuario del Sureste maintained at $430.64 with 39% upside, reflecting stable EBITDA estimates and improved free cash flow conversion.

Why Grupo Aeroportuario del Sureste Stock Is A Strong Buy

Grupo Aeroportuario Del Sureste: A Better Mix Of Risk, Growth, And Value Today

Grupo Aeroportuario del Sureste posted good Q2'24 earnings; while traffic was down in Mexico, aerospace revenue still grew 24% and per-passenger non-aero revenue continues to improve. Sureste faces less exposure to engine issues with major Mexican carriers and potential government policy changes, but macro risks to tourism are still present in the near-term. Concession operators saw a sell-off after the Mexican elections; while there are risks that the government will worsen the terms of concessions, they remain vital parts of the economy.

Grupo Aeroportuario Del Sureste: A Better Mix Of Risk, Growth, And Value Today

Grupo Aeroportuario del Sureste, S. A. B. de C.

Grupo Aeroportuario del Sureste, S. A. B. de C.

Grupo Aeroportuario del Sureste, S. A. B. de C.

ASUR ANNOUNCES 2Q24 RESULTS

Passenger Traffic Increased 2.8% YoY MEXICO CITY , July 23, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR) (ASUR), a leading international airport group with operations in Mexico, the U.S., and Colombia, today announced results for the three-and six-month periods ended June 30, 2024.

ASUR ANNOUNCES 2Q24 RESULTS

ASUR Announces Total Passenger Traffic for June 2024

Passenger traffic increased year-on-year by 24.5% in Colombia and 11.6% in Puerto Rico, and declined 5.5% in Mexico MEXICO CITY , July 8, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for June 2024 reached a total of 6.1 million passengers, representing an increase of 3.8% compared to June 2023.

ASUR Announces Total Passenger Traffic for June 2024

ASUR Announces Total Passenger Traffic for May 2024

Passenger traffic increased year-on-year by 20.2% in Colombia, 4.3% in Puerto Rico and declined 3.0% in Mexico MEXICO CITY , June 6, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for May 2024 reached a total of 5.8 million passengers, representing an increase of 3.0% compared to May 2023.

ASUR Announces Total Passenger Traffic for May 2024

Zacks Investment Research

ZTO vs. ASR: Which Stock Is the Better Value Option?

Investors looking for stocks in the Transportation - Services sector might want to consider either ZTO Express (Cayman) Inc. (ZTO) or Grupo Aeroportuario del Sureste (ASR). But which of these two stocks offers value investors a better bang for their buck right now?

ZTO vs. ASR: Which Stock Is the Better Value Option?

ASUR Announces Total Passenger Traffic for April 2024

Passenger traffic increased year-on-year by 17.9% in Colombia and 9.4% in Puerto Rico while Mexico reported a 5.6% decrease MEXICO CITY , May 6, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for April 2024 reached a total of 5.8 million passengers, representing an increase of 1.3% compared to April 2023.

ASUR Announces Total Passenger Traffic for April 2024

Zacks Investment Research

Is Grupo Aeroportuario del Sureste (ASR) Outperforming Other Transportation Stocks This Year?

Here is how Grupo Aeroportuario del Sureste (ASR) and Ryanair (RYAAY) have performed compared to their sector so far this year.

Is Grupo Aeroportuario del Sureste (ASR) Outperforming Other Transportation Stocks This Year?

ASUR Announces Resolutions Approved at the General Annual Ordinary Shareholders' Meeting held on April 24th, 2024

MEXICO CITY , April 24, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR) (ASUR), a leading international airport group with operations in Mexico, the United States, and Colombia, today announced that shareholders approved the following resolutions and considered the following matters at the General Ordinary Shareholders' Meeting held in Mexico City on April 24 th, 2024: General Annual Ordinary Meeting Summary of Resolutions Approval of the report submitted by the Chief Executive Officer to the Board of Directors, accompanied by the independent auditor's report, with respect to the operations and results of the Company during the fiscal year ended December 31 st, 2023, as well as the Board of Directors' opinion regarding the content of said report.

ASUR Announces Resolutions Approved at the General Annual Ordinary Shareholders' Meeting held on April 24th, 2024

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