Investors interested in Transportation - Services stocks are likely familiar with Grupo Aeroportuario del Sureste (ASR) and C.H. Robinson Worldwide (CHRW) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Sty ...

Exhibit 99.1 ASUR ANNOUNCES 3Q24 RESULTS Total Revenue and EBITDA Increased YoY by 18% and 12%, Respectively Despite 2% Decrease in Passenger Traffic Mexico City, October 22, 2024 - 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. 3Q24 Highlights · Total passenger traffic declined 2.1% year-over-year ("Yo ...

Arkadiusz Warguła/iStock via Getty Images Slowing economies, engine issues with major airlines, and longer-term worries about government policies have impacted all of Mexico’s publicly-traded airport operators to varying degrees, but Grupo Aeroportuario del Sureste (NYSE:ASR) has stood out from its peers over the last year and since my last update on the strength of its tourist-driven business to Cancun, its stronger non-aero revenue base, and its more diverse operations. While Sureste doesn’t offer the ...

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q2 2024 Results Conference Call July 24, 2024 10:00 AM ET Company Participants Adolfo Castro - Chief Executive Officer Conference Call Participants Rodolfo Ramos - Bradesco BBI Guilherme Mendes - JPMorgan Jens Spiess - Morgan Stanley Investment Jay Singh - Citibank Pablo Monsivais - Barclays Alberto Valerio - UBS Anton Mortenkotter - GBM Operator Good day, ladies and gentlemen, and welcome to ASUR's Second Quarter 2024 Results Conference Call. My ...

财务数据和关键指标变化 - 总收入增长近18%至70亿墨西哥比索,其中哥伦比亚收入增长超30%,墨西哥增长高达18%,波多黎各增长中个位数 [15][16][17] - 商业收入增长7%,超过客流量增长两倍,主要得益于哥伦比亚增长40%、墨西哥增长4%和波多黎各增长9% [18][19] - 每位乘客商业收入增长5%至128.5墨西哥比索,其中墨西哥创下154.5墨西哥比索的历史新高 [19] - 成本和费用增长近30%,剔除去年二季度波多黎各获得的2.52亿墨西哥比索疫情补助后,总成本增长16% [20][21] - 墨西哥成本增长18%,主要受特许经营费上涨80%和最低工资上涨20%的影响 [21] - 经调整的EBITDA利润率保持在69%的水平 [22][23] 各条业务线数据和关键指标变化 - 客流量总体增长3%至1800万人次,其中哥伦比亚增长21%,波多黎各增长9%,而墨西哥下降5% [10][11][12] - 国际客流量普遍下降,除加拿大外,其他地区均有所下降 [13] - 国内客流量受到普惠惠动力发动机问题和墨西哥城机场航班减少的影响 [13][14] 各个市场数据和关键指标变化 - 墨西哥市场收入占比74%,增长高达18%,尽管客流量下降5% [16] - 波多黎各市场收入占比15%,增长5% [17] - 哥伦比亚市场收入占比11%,增长35% [17] 公司战略和发展方向及行业竞争 - 公司正在实施可持续发展战略,包括完成ESG报告要求、计算范围3碳排放、与当地社区和UNICEF等机构合作等 [6][7][8][9] - 公司正在进行多个机场的扩建项目,包括坎昆机场的4号航站楼扩建、1号航站楼重建和扩建,以及里奥哈查机场航站楼扩建 [26] - 新进入的墨西哥航空公司Mexicana de Aviación目前客运量较小,主要航空公司如Volaris、Viva和Aeromexico正在增加机队规模以应对普惠惠发动机问题 [57][58] 管理层对经营环境和未来前景的评论 - 普惠惠发动机问题将持续到今年9月底,之后逐步恢复,到明年一季度应该能完全恢复 [31] - 美国大选期间,墨西哥可能会再次受到负面影响,预计第四季度客流量会受到影响 [32] - 公司正在努力将最高收费率达到99%的目标,受益于墨西哥比索贬值 [33][41] - 波多黎各和哥伦比亚客流量将在今年下半年逐步恢复正常 [37][38] - 坎昆机场客流量在下半年可能会受到美国客流量下降的影响 [53][54] 其他重要信息 - 公司现金及现金等价物余额约150亿墨西哥比索,其中约4亿美元为美元资产 [24][65] - 公司将根据年末的税收情况、现金余额和资本支出承诺,决定是否向董事会和股东提议派发股息 [66]

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. Passenger traffic presented year-on- ...

MONTERREY, Mexico, June 10, 2024 (GLOBE NEWSWIRE) -- Fomento Económico Mexicano, S.A.B. de C.V. (“FEMSA” or the “Company”) (NYSE: FMX; BMV: FEMSAUBD, FEMSAUB) announces today that it has entered into a new derivative instrument in the form of an accelerated share repurchase transaction (“ASR”) to repurchase the Company’s American Depositary Shares (“ADSs”)1. Under the terms of this new ASR, FEMSA has agreed to repurchase up to USD $600 million of its ADSs. The total number of ADSs ultimately repurchased und ...

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. Passenger traffic presented year-on-year i ...

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. Passenger traffic presente ...

For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Grupo Aeroportuario del Sureste (ASR) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Grupo Aeroportuario del Sureste is one of 132 companies in the Transportation group. The Transportation group currently sits at #9 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 i ...