Grupo Aeroportuario del Sureste (ADR) (ASR)
A holding company, which conducts all of its operations through its subsidiaries.
Recs
bigjim50
(< 20)
Submitted: 8/29/2008 12:13:29 PM :
Start Price:
$41.67
ASR Score:
+28.96
Looks like great opportunity for growth.
Recs
boofat1
(< 20)
Submitted: 5/16/2009 10:17:48 AM :
Start Price:
$31.09
ASR Score:
+32.61
ASR has a strong balance sheet, limited debt, their net profit margin is increasing year over year, and they pay a healthy, consistent dividend. The way ASR held up during the recent swine flu and heavy dividend capture trading leads me to see strong support at current levels with limited downside and huge upswing potential. I interpret the technicals as showing a possible 10-15% lower level from here with a good possibility for a double on ASR within the next 12 months. In short, the potential upside heaviliy outwieghs the possible negatives as I see it.
Recs
Caligiuri
(98.72)
Submitted: 7/2/2009 5:05:25 PM :
Start Price:
$38.75
ASR Score:
+1.16
Considering Book value, earnings, and market cap...this should beat the market in 5 years.
Recs
Chemistryguy
(39.43)
Submitted: 12/20/2007 1:48:28 PM :
Start Price:
$48.60
ASR Score:
+21.14
The company should be able to increase its Return On Equity to the industry average (which is triple what ASR's currently is), especially with tourist interest in the area increasing, where its current Price/Book of 1.31 would look really cheap. The potential upside seems bigger than the potential downside.
Recs
ChessmanJ
(86.43)
Submitted: 10/21/2008 7:40:12 PM :
Start Price:
$31.93
ASR Score:
+31.56
ASR is a great stock with great upside, just not one of my top picks.
Recs
dccvxp
(< 20)
Submitted: 9/17/2006 2:06:58 AM :
Start Price:
$30.45
ASR Score:
+71.89
I've go south of the border for this one. Keep an eye on this one.
Recs
docna
(53.95)
Submitted: 5/30/2007 10:01:08 AM :
Start Price:
$42.05
ASR Score:
+39.44
Air travel is increasing in Mexico due to the authorization of new budget airlines. Besides that, ASUR has the control of the Cancun Airport and there is an ever growing expansion of the tourist facilities there so the traffic should increase over time.
Recs
dsage1
(94.86)
Submitted: 6/1/2008 3:36:34 PM :
Start Price:
$44.91
ASR Score:
+26.97
Positives:
1. I expect retirees to move in unpredecented numbers to Mexico. They will have large amounts of disposable income to fly around the country having a good time. Warm climate, & the peso has remained steady with the dollar (don't expect that to last). Also retirees should be a nice stablizing force in the region.
2. They have a monopoly until 2050.
Negatives:
1. High oil prices have slowed current passenger growth. Short-term problem.
Recs
Recs
FatDanS
(< 20)
Submitted: 4/9/2009 1:42:47 PM :
Start Price:
$28.20
ASR Score:
+42.10
Good fundamentals. Low valuation.
Recs
fejaber
(23.64)
Submitted: 8/20/2007 10:48:24 PM :
Start Price:
$37.81
ASR Score:
+49.08
any bussisnes that is a monopoly tends to be a good bussisness and probably they will build the airport in tulum that can become a very bussy airport as an alternate to cancun´s.also cancuns airport just opened its new terminal and is already the 2nd busiest airport in mexico.
Recs
FoolishDJM
(36.18)
Submitted: 1/28/2009 1:29:19 AM :
Start Price:
$23.56
ASR Score:
+77.67
ASR has a monopoly on air traffic into Cancun. The business operates like a toll booth. I don't foresee any major decline in travel to Cancun in spite of the recession. Cancun remains and will remain a popular destination. Management appears wise and owner-friendly. The generous yield seems safe and will help the stock outperform S&P.
Recs
ForceMajeure26
(75.26)
Submitted: 3/4/2008 12:57:07 PM :
Start Price:
$42.35
ASR Score:
+28.10
Completing my mexican airport trifecta. (That would be PAC and OMAB)
Recs
Graham077
(23.18)
Submitted: 9/1/2006 4:03:05 PM :
Start Price:
$29.57
ASR Score:
+76.21
-Big Moat (local monopoly)
-No debt
-sell at less than book
-nice dividend
-potential for growth
sleep well at night with this bad boy in your portfolio
Recs
iksnamyzs
(77.61)
Submitted: 10/25/2008 5:46:31 PM :
Start Price:
$29.56
ASR Score:
+34.38
buy on dip
Recs
imothep
(< 20)
Submitted: 1/7/2009 3:52:30 PM :
Start Price:
$32.30
ASR Score:
-27.34
Travel is down, and will be declining further.
Recs
kevinottofro
(98.71)
Submitted: 4/19/2009 11:00:53 AM :
Start Price:
$26.75
ASR Score:
+52.40
Low relative PE, good star ranking, PEG & 09 PE still below normal - bottom fishing 4/20 picks.
Recs
lanoush
(66.79)
Submitted: 1/8/2007 2:25:52 PM :
Start Price:
$35.54
ASR Score:
+54.67
Right now practically a monopoly situation with competition a long way off (both geographically and temporally).
Travel to/from Mexico to N. America and other parts is only increasing.
Recs
latimerburned
(80.55)
Submitted: 8/31/2009 3:40:39 PM :
Start Price:
$41.09
ASR Score:
+10.23
Best of the Mexican Airports, this toll bridge company is the gateway to Cancun. Pays a solid dividend and will be a great long term holding.
Recs
ldrldr
(61.58)
Submitted: 10/28/2006 3:01:51 PM :
Start Price:
$31.64
ASR Score:
+69.60
ASR as an airport in Mexico has advantages because of its financial arrangement with the Mexican gov't. Their primary traffic was related to tourists that flew to Cancun and their traffic was dampened due to much hurricane damage in Cancun. With some luck on hurricanes and resumption of air traffic back to Cancun the airport traffic should build again.
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