Earnings Call Summary | Grupo Aeroportuario Del Sureste SAB De CV(ASR.US) Q2 2024 Earnings Conference
Earnings Call Summary | Grupo Aeroportuario Del Sureste SAB De CV(ASR.US) Q2 2024 Earnings Conference
The following is a summary of the Grupo Aeroportuario Del Sureste, S. A. B. De C. V. (ASR) Q2 2024 Earnings Call Transcript:
以下是 Grupo Aeroportuario Del Sureste, S.A. b. De C.V. (ASR) 2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
ASUR reported a revenue increase of nearly 18% to MXN7 billion in Q2 2024, with Colombia, Mexico, and Puerto Rico driving the top-line growth.
Net majority income increased by 50% year-on-year to MXN3.7 billion, also benefiting from a foreign exchange gain of nearly MXN950 million due to the peso depreciation.
EBITDA increased by 18% to MXN5 billion, with adjusted EBITDA margin remaining stable at 69%.
ASUR報告稱，2024年第二季度收入增長了近18％，達到70墨西哥披索，哥倫比亞，墨西哥和波多黎各推動了收入增長。
淨多數收入同比增長50％，達到37墨西哥披索，這也受益於披索貶值導致的近95000萬墨西哥披索的外匯收益。
息稅折舊攤銷前利潤增長了18％，達到50墨西哥披索，調整後的息稅折舊攤銷前利潤率穩定在69％。
Business Progress:
業務進展：
ASUR experienced a 3% increase in passenger traffic, reaching 18 million passengers, a record high for the second quarter.
Key projects include expansion of Cancun Airport's Terminal 4 and the reconstruction and expansion of Terminal 1, and expansion at Riohacha Airport.
Implementation of various sustainability initiatives, including compliance with ESG reporting and partnership renewals affecting local communities and environmental efforts.
Opened 45 new commercial spaces, contributing to a 7% increase in commercial revenues, with notable growth in Colombia.
ASUR的客運量增長了3％，達到1800萬名乘客，創下第二季度的歷史新高。
關鍵項目包括擴建坎昆機場4號航站樓、重建和擴建1號航站樓，以及擴建里奧阿查機場。
實施各種可持續發展舉措，包括遵守ESG報告和續訂影響當地社區和環境工作的合作伙伴關係。
開設了45個新的商業空間，使商業收入增長了7％，哥倫比亞的增長顯著。
Opportunities:
機會：
Continued recovery and growth in passenger traffic, especially in Colombia, driven by increased domestic and international segments, and expected normalization in Puerto Rico post-Frontier Airlines operations ramp-up.
國內和國際航段的增加以及預計的波多黎各後邊境航空公司業務正常化的推動下，客運量持續復甦和增長，尤其是哥倫比亞的客運量持續復甦和增長。
Risks:
風險：
Challenges include the impact of Pratt & Whitney engine issues and capacity reductions at Mexico City Airport, which are expected to negatively affect domestic traffic.
Potential negative traffic impacts from U.S. election rhetoric criticizing Mexico, which could influence U.S. international bond traffic.
挑戰包括普惠發動機問題和墨西哥城機場運力減少的影響，預計這將對國內交通產生負面影響。
美國大選批評墨西哥的言論可能對交通產生負面影響，這可能會影響美國的國際債券交通。
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