Added to YB: 2026-09-24
Pitch date: 2026-09-19
ASR [neutral]
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
-2.63%
current return
Author Info
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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 125.8B
Pitch Price
MXN 245.95
Price Target
N/A
Dividend
7.15%
EV/EBITDA
7.91
P/E
12.66
EV/Sales
4.08
Sector
Transportation Infrastructure
Category
growth
Company a Day #62: ASR
ASR (deep dive): Grupo Aeroportuario del Sureste controls indispensable gateways led by Cancún, combining regulated airport revenue with passenger-spending economics and expanding into U.S. terminal commerce. Its major airports benefit from destination demand, limited infrastructure competition and predominantly origin-and-destination traffic. The central risk is overreach: the pending 20-airport acquisition would sharply increase regulatory and integration complexity, while Tulum is a genuine competitor to Cancún.
Read full article (36 min)