Ian Bezek on X
@valuedrift $CAAP up 4% but $ASR flat because apparently it is better to own 1 Brazilian airport today than own a dozen Brazilian airports in three months once the M&A deal closes.
NYSE
CAAP
7 stories
$4.1B Market cap · 2026-10-07
@valuedrift $CAAP up 4% but $ASR flat because apparently it is better to own 1 Brazilian airport today than own a dozen Brazilian airports in three months once the M&A deal closes.
@elcolombiano More good news for Sureste Airports $ASR and Corporacion America Airports $CAAP. "Medellin has peaked bro" folks in disbelief. https://t.co/d7nDOraQbO
@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
@shortbus_ace @akeemcap @QuietProsperity $CAAP is 6x EV/EBITDA and no Mexico. But half of EBITDA is from Argentina, so that's its own can of worms (albeit the Argy fees are charged at a fixed USD rate not Peso)
Corporacion America Airports has stayed operating-profitable through Argentina’s inflation and is diversifying airport assets beyond its…
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Companies the stories above are also about, besides CAAP.