来源：南方+客户端、广东发布 黄金内湾天穹之下 一场深刻变革正在上演 9月， 香港国际机场 动作频频。其三跑道系统全面运作。二号客运大楼扩建部分， 正分阶段启用。其中，离境大堂计划明年3、4月启用。枢纽潜能正被进一步释放。 10月，广州白云国际机场 T3航站楼与第五跑道正式投运，使其成为中国民航首个拥 有五条商用跑道的机场。 11月，深圳宝安国际机场 第三条跑道正式启用，迎来"三跑道时代"。 近日， 广东省公共资源交易平台连发多则招标公告。公告显示， 广州新机场 航站 楼桩基础及土石方工程，暂定于12月30日开工。 广州白云国际机场。 大湾区核心航空枢纽的建设浪潮，节奏密集。 一个世界级机场群的轮廓，愈发清晰 。 这场变革不仅是基础设施的竞赛，更是响应《粤港澳大湾区发展规划纲要》的系统工 程，将有力支撑大湾区参与全球顶级城市群竞争，重塑区域竞争格局。 作为一个多层次、多功能的机场体系，大湾区机场群影响力已远超交通范畴，正深刻 作用于区域经济脉络，塑造大湾区开放格局。 硬核升级 枢纽再造，功能跃升 大湾区机场群的硬件能级，正经历集体跃升。其强度前所未有。 本次扩建，特点鲜明 。核心枢纽稳步升级，全面扩容。 广州 ...

GUADALAJARA, Mexico, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Grupo Aeroportuario del Pacífico, S.A.B. de C.V., (NYSE: PAC; BMV: GAP) (“the Company” or “GAP”) announces preliminary terminal passenger traffic figures for November 2025, compared with November 2024. During this period, the total number of terminal passengers at GAP’s 12 Mexican airports increased by 3.5%, compared to November 2024. Guadalajara and Puerto Vallarta airports presented an increase in passenger traffic of 6.7% and 4.5%, respectively, whil ...

We came across a bearish thesis on Corporación América Airports S.A. on Monopolistic Investor’s Substack by Antoni Nabzdyk. In this article, we will summarize the bulls’ thesis on CAAP. Corporación América Airports S.A.'s share was trading at $26.40 as of December 2nd. CAAP’s trailing and forward P/E were 23.98 and 4.89 respectively according to Yahoo Finance. Corporación América Airports (CAAP) operates 52 airports globally, with its largest footprint in Argentina, a country facing ongoing economic inst ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aeros ...

Core Insights - Corporacion America Airports S.A. (NYSE: CAAP) has released its latest quarterly earnings, indicating a positive trend for the company [1] Company Overview - The company operates airports in Argentina and has shown consistent growth over the years, attracting long-term shareholders [1] Analyst Background - The analysis is provided by a former hedge fund analyst with extensive experience in Latin American markets, focusing on high-quality growth stocks [1]

Core Insights - Corporación América Airports S.A. (NYSE:CAAP) is a leading private airport operator globally, managing a diverse portfolio of airports and providing essential infrastructure and services to millions of passengers annually [1] Financial Performance - On November 24, 2025, CAAP reported earnings per share (EPS) of $0.30, missing the Zacks Consensus Estimate of $0.53 [2][6] - Despite the EPS miss, CAAP exceeded revenue expectations, generating $532.1 million compared to the estimated $492 million [3][6] - The company has a price-to-earnings (P/E) ratio of approximately 26.18, indicating investor confidence in its earnings potential [4][6] - The debt-to-equity ratio of approximately 0.78 suggests a moderate level of debt compared to equity [4][6] Financial Ratios - The price-to-sales ratio is about 2.01, while the enterprise value to sales ratio is 2.36, underscoring CAAP's market valuation relative to its sales [3] - The current ratio of about 1.49 indicates the company's ability to cover short-term liabilities with short-term assets [5] - The enterprise value to operating cash flow ratio of approximately 12.83 reflects CAAP's valuation in relation to its cash flow from operations [5]

THIRD QUARTER 2025 EARNINGS CALL PRESENTATION November 24, 2025 → OPENING REMARKS → KEY HIGHLIGHTS → TRAFFIC & CARGO TRENDS → FINANCIAL TRENDS → CLOSING REMARKS → Q&A → APPENDIX CORPORACION AMERICA AIRPORTS CORPORACIÓN AMÉRICA AIRPORTS 2 Disclaimer and Forward-Looking Statement Statements relating to our future plans, projections, events or prospects are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward- looking statements include all statements t ...

Core Insights - Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC) is considered one of the best Mexican stocks to invest in, with an upgrade from JPMorgan to Overweight from Neutral, and a price target adjustment to 460 Mexican pesos from 465 Mexican pesos [1][2] Company Overview - Grupo Aeroportuario del Pacífico, S.A.B. de C.V. is a Mexican airport operator based in Guadalajara, managing 12 airports in central and northwestern Mexico, as well as two in Jamaica, making it the largest airport operator in Mexico by passenger traffic [3] Recent Performance - Preliminary terminal passenger traffic figures for October 2025 indicated a total of 4.87 million passengers, reflecting a 0.8% decrease from October 2024. However, for the January–October 2025 period, total terminal passengers reached 52.68 million, marking a 3.2% year-to-date increase compared to the same period in 2024, indicating overall traffic growth despite the decline in October [2]

Market Overview - U.S. stock futures are showing positive momentum as markets begin a shortened Thanksgiving trading week, driven by optimism surrounding potential interest rate cuts by the Federal Reserve [1][9] - The S&P 500 futures are up approximately 0.6% to 0.7%, Nasdaq 100 futures are leading gains with an increase of about 0.9% to 0.99%, and Dow Jones Industrial Average futures are rising between 0.3% and 0.4% [2] Recent Performance - Last week, U.S. equities had a mixed finish, with the S&P 500 advancing 0.98%, Nasdaq 100 adding 0.77%, and Dow Jones rising 1.08% on Friday, but all major indexes are on track to close November in negative territory [3] - The S&P 500 is down approximately 3.5% for the month, Nasdaq has fallen over 6%, and Dow is nearly 3% lower, influenced by concerns over a potential bubble in the AI sector [3] Upcoming Economic Data - Key economic reports to be released include October's retail sales figures, expected to rise by 0.4%, and the Producer Price Index (PPI), anticipated to show a 0.3% monthly increase and a 2.7% yearly rise [5] - Other indicators to watch include durable goods orders, expected to increase by 0.2%, and various housing and manufacturing surveys [5] Earnings Releases - Notable companies reporting earnings this week include Corporacion America Airports SA, BioLineRx Ltd., and LexinFintech Holdings Ltd. before market open on Monday, with Zoom Communications Inc. and MongoDB Inc. reporting after market close [6] - Major companies scheduled for earnings on Tuesday include Alibaba Group Holding Ltd., Dell Technologies, Zscaler Inc., Nio Inc., and Best Buy Co. Inc., which will provide insights into consumer spending and technology demand [7] Corporate News - Alibaba Group Holding Ltd. saw its stock jump in premarket trading after its Qwen AI app garnered over 10 million downloads following its relaunch, indicating ongoing investor interest in the AI sector [11] - Harmony Gold Mining Company Limited announced the approval of its Final Investment Decision for the Eva Copper Project in Queensland, Australia, expected to enhance long-term production and cash flow [12] - DHL Supply Chain plans to invest EUR 130 million in a new warehouse in Saudi Arabia, aimed at enhancing global supply chain resilience [12] Market Sentiment - The expectation of a Federal Reserve interest rate cut is a significant driver of current market sentiment, with traders pricing in a greater than 60% chance of a 25-basis-point rate reduction in December [9] - This shift in expectations is providing a tailwind for equities, as lower interest rates typically make borrowing cheaper and boost corporate profits [9]

Core Insights - Grupo Aeroportuario del Centro Norte (OMAB) is characterized as a "cash flow machine" indicating strong financial performance and operational efficiency [1] Company Analysis - The analysis highlights the company's ability to generate significant cash flow, which is a critical factor for long-term investment potential [1] - The focus is on identifying undervalued companies with strong fundamentals, suggesting that OMAB may be an attractive investment opportunity due to its overlooked value [1] Market Context - The analyst's background in macroeconomic research provides a comprehensive view of the market dynamics affecting OMAB, particularly in the context of the Latin American economic landscape [1]