GRUPO AEROPORTUARIO DEL SURESTE, S. A. B. DE C. V. (ASR): A BULL CASE THEORY
https://s.yimg.com/ny/api/res/1.2/Bzai1goVQew4WvC239Upew--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/insidermonkey.com/c1d83badce626b42d3839f52d4badf03
✍️ The article presents a bullish thesis on Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) by No_Hour6830 on Value investing subreddit, highlighting its strong fundamentals, moat, and potential for growth.
👉 ASR operates a portfolio of airports primarily in Mexico, as well as in Puerto Rico and Colombia 👉 Strong fundamentals, including operating margins above 50%, ROIC of 21%, ROE of 29%, and ROA of 15% 👉 Substantial moat due to difficulty in replicating airports and limited competition from alternative travel modes 👉 DCF model suggests a fair value of $468 per share, nearly 50% above the current price 👉 Key risks include potential government intervention in Mexico, lease expirations in Colombia, currency exposure, and key man risk due to Chairman Fernando Gerardo Chico Pardo's 23.5% ownership
-- #No_Hour6830 #FernandoGerardoChicoPardo #Mexico #PuertoRico #Colombia #NewYorkStockExchange(NYSE) #LAX #JFK #ORD #CancunInternational(CUN) #SanJuanInternational(SJU) #Medellín(MDE) #business
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