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Posted by
Two Blokes Jul 21 -
Filed in
Stock
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10 views
ASR's Colombian airports are driving operational momentum, offsetting lackluster Mexican traffic. Cancun's traffic is soft due to new competition and broader tourism headwinds, but I don't see this as an existential threat to the company. Colombian assets, especially Medellin, offer strong growth potential and will diversify cash flows away from Cancun over time.
