Grupo Aeroportuario del Sureste
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 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
167% more call options, than puts
Call options by funds: $679K | Put options by funds: $254K
0.07% less ownership
Funds ownership: 1.22% [Q2] → 1.15% (-0.07%) [Q3]
6% less funds holding
Funds holding: 141 [Q2] → 133 (-8) [Q3]
11% less capital invested
Capital invested by funds: $1.02B [Q2] → $909M (-$109M) [Q3]
15% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 52
19% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 26
Research analyst outlook
We haven’t received any recent analyst ratings for ASR.
Financial journalist opinion
Based on 3 articles about ASR published over the past 30 days
Positive
Seeking Alpha
3 days ago
Grupo Aeroportuario del Sureste: Unlock Tourism's Potential In Mexico, Colombia+The Caribbean
Grupo Aeroportuario del Sureste presents a Buy opportunity due to its strong financials, strategic focus on tourism, and diversified revenue streams beyond airport operations. ASR's consistent revenue growth, prudent debt management, and dividend recovery highlight its resilience and potential for long-term value creation despite fluctuating passenger numbers. The company's strategic locations in popular tourist destinations and high barriers to entry provide a margin advantage and room for future growth.
Neutral
Seeking Alpha
2 weeks ago
Grupo Aeroportuario del Sureste: The Colombian Airports Are Gaining Altitude (Rating Upgrade)
Sureste underperformed in 2024 due to weakness at its flagship Cancun airport. However, the company's international airports are reporting sizzling growth, and the picture is better for Mexico in 2025 as well. I believe investors are overly nervous about the new Tulum airport's impact on Sureste's Cancun property.
Neutral
PRNewsWire
4 weeks ago
ASUR Announces Total Passenger Traffic for December 2024
Passenger traffic increased year-on-year by 16.2% in Puerto Rico and 14.5% in Colombia and decreased by 5.7% in Mexico MEXICO CITY , Jan. 6, 2025 /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 December 2024 reached a total of 6.7 million passengers, representing an increase of 2.3% compared to December 2023.
Neutral
PRNewsWire
2 months ago
ASUR Announces Total Passenger Traffic for November 2024
Passenger traffic increased year-on-year by 8.7% in Puerto Rico and 7.7% in Colombia and decreased by 7.1% in Mexico MEXICO CITY , Dec. 5, 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 November 2024 reached a total of 5.8 million passengers, representing a decrease of 1.2% compared to November 2023.
Negative
Seeking Alpha
2 months ago
Grupo Aeorportuario Del Sureste: Tulum Pressure And Leisure Travel Shift Infuse Risk On This Buy
Despite a 12% stock decline and missed earnings, I maintain a buy rating for Grupo Aeroportuario del Sureste, though risks have increased. Cancun International Airport's traffic declined due to Tulum Airport's opening and a shift in American leisure travel to Europe. Third quarter revenues rose 18.1%, but EBITDA margins contracted due to higher costs in Puerto Rico, Mexico, and Colombia.
Neutral
PRNewsWire
3 months ago
ASUR Announces Total Passenger Traffic for October 2024
Passenger traffic increased year-on-year by 20.8% in Colombia and 1.8% in Puerto Rico and decreased by 11.7% in Mexico MEXICO CITY , Nov. 5, 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 October 2024 reached a total of 5.3 million passengers, representing a decrease of 2.4% compared to October 2023.
Neutral
Zacks Investment Research
3 months ago
ASR vs. CHRW: Which Stock Is the Better Value Option?
Investors interested in Transportation - Services stocks are likely familiar with Grupo Aeroportuario del Sureste (ASR) and C.H. Robinson Worldwide (CHRW).
Neutral
PRNewsWire
3 months ago
ASUR ANNOUNCES 3Q24 RESULTS
Total Revenue and EBITDA Increased YoY by 18% and 12%, Respectively Despite 2% Decrease in Passenger Traffic MEXICO CITY , Oct. 22, 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 nine-month periods ended September 30, 2024.
Neutral
PRNewsWire
3 months ago
ASUR Announces Total Passenger Traffic for September 2024
Passenger traffic increased year-on-year by 14.7% in Colombia, and declined 0.8% in Puerto Rico and 8.1% in Mexico MEXICO CITY , Oct. 7, 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 September 2024 reached a total of 4.9 million passengers, representing a decrease of 1.5% compared to September 2023.
Neutral
PRNewsWire
5 months ago
ASUR Announces Total Passenger Traffic for August 2024
Passenger traffic increased year-on-year by 16.3% in Colombia and 1.6% in Puerto Rico, and declined 10.7% in Mexico MEXICO CITY , Sept. 5, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B.
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