Added to YB: 2026-06-15
Pitch date: 2026-06-14
ASR [bullish]
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
-20.31%
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 125.8B
Pitch Price
MXN 295.01
Price Target
450.00 (+91%)
Dividend
7.15%
EV/EBITDA
7.91
P/E
12.66
EV/Sales
4.08
Sector
Transportation Infrastructure
Category
value
ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets
ASR: Long, $450 PT by YE2027 (50%+ upside + dividends). Trades 9x trailing / 7x fwd EBITDA vs 14x historical avg. Market ignoring 2 new assets—Motiva's 20 Brazil/LatAm airports (bought 10.5x) & US airport retail (JFK/LAX/ORD, mid-single digit)—adding ~$300M EBITDA (+30%). 15% EBITDA CAGR, diversified beyond Cancun, USD exposure. Consensus too low; est/PT hikes coming post-Q2. Oil/Iran headwind easing.
Read full article (21 min)