ASR: Q2 Was Tepid — Buy a 180-Day Ticket to 2027 Upside
Grupo Aeroportuario del Sureste (ASR) reported a quiet Q2 market reaction, but its airport portfolio — anchored by Cancun — has a clear path to revenue and earnings acceleration as tourism and concession recovery reassert themselves into 2027. Valuation looks reasonable at a $7.9B market cap and a P/E near 15. This is a tactical long with a 180-tra…