On Thursday, 23 October 2025 at 11:00 am (CEST), the extraordinary general meeting of Copenhagen Airports A/S was held with the following agenda: 1. Election of members of the board of directors, including the deputy chairmen. 2. Authorisation to the chairman of the general meeting. Re item 1 Niels Konstantin Jensen, David Mark Stanton and Janis Carol Kong have resigned from the board of directors with effect from today's date. Anne Louise Eberhard and Lars Sandahl Sørensen were elected as deputy chairmen ...

PresentationJulia Hoare Good morning, everyone. I'm Julia Hoare, Chair at Auckland Airport, and it's my absolute pleasure to welcome you all here today for the 2025 Annual Meeting, including those of you who are joining us here today online. Before I get started with the proceedings, I do want to apologize for those -- to those of you in the room for the venue. We had actually Eden Park booked for today, but for those who are cricket lovers, we got bumped at the last minute for the T20. So we had to relocat ...

Accessibility StatementSkip Navigation Passenger traffic increased by 3.1% in Colombia and 1.1% in Puerto Rico; and decreased by 1.1% in Mexico MEXICO CITY, Oct. 22, 2025 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR) (ASUR), a leading international airport group with operations in Mexico, the United States, and Colombia, today announced its results for the three- and nine-month periods ended September 30, 2025. | Passenger Traffic | | --- | | Mexico | 9,624,910 | 9,5 ...

We came across a bullish thesis on Grupo Aeroportuario del Sureste, S. A. B. de C. V. on Value investing subreddit by No_Hour6830. In this article, we will summarize the bulls’ thesis on ASR. Grupo Aeroportuario del Sureste, S. A. B. de C. V.'s share was trading at $319.48 as of October 8th. ASR’s trailing and forward P/E were 12.91 and 14.03 respectively according to Yahoo Finance. Pixabay/Public Domain Grupo Aeroportuario del Sureste (ASR) is a Mexican ADR listed on the NYSE, operating a portfolio of ...

Grupo Aeroportuario del Pacífico (NYSE:PAC) Q3 2025 Earnings Call October 22, 2025 11:00 AM ET Company ParticipantsSaúl Villarreal - CFOMaria Barona - Managing DirectorGuilherme Mendes - Equity Research Executive DirectorAlejandra Soto - Investor Relations OfficerRaúl Revuelta - CEORodolfo Ramos - Head of Mexico Research and StrategistJens Spiess - VPGabriel Himelfarb - Associate DirectorConference Call ParticipantsNone - AnalystAlan Macias - Equity Research AnalystJorge Vargas - Equity Research AnalystOper ...

Grupo Aeroportuario del Pacífico (NYSE:PAC) Q3 2025 Earnings Call October 22, 2025 11:00 AM ET Speaker0Ladies and gentlemen, this is the conference operator. Thank you for standing by. The call will begin in a few moments. ThankSpeaker1you.Speaker0Good morning, and welcome to Gap's Third Quarter twenty twenty five Conference Call. All lines have been placed on mute to prevent any background noise. After the presentation, we will open the floor for questions. And at that time, will be given if you would like ...

ROME--(BUSINESS WIRE)--Aeroporti di Roma (ADR) announces the launch of Virtual Assistant, an advanced AI-powered digital companion designed to enhance the travel experience for the millions of passengers who pass through Rome Fiumicino Airport each year, recently confirmed by ACI Europe as the Best Airport in Europe for the seventh time. Developed in collaboration with Amazon Web Services (AWS) and Storm Reply, this cutting-edge solution addresses travelers' most pressing needs by delivering re. ...

GUADALAJARA, Mexico, Oct. 20, 2025 (GLOBE NEWSWIRE) -- Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE: PAC; BMV: GAP) (“the Company” or “GAP”) reports its consolidated results for the third quarter ended September 30, 2025 (3Q25). Figures are unaudited and prepared following International Financial Reporting Standards (“IFRS”) as issued by the International Accounting Standards Board (“IASB”). Summary of Results 3Q25 vs. 3Q24 The sum of aeronautical and non-aeronautical services revenues increased b ...

好的，我将仔细研读这份电话会议记录，并按照您的要求进行总结。 行业与公司 * 纪要主要涉及中国旅游业，特别是入境旅游市场[1] * 涵盖的子行业包括在线旅游代理、航空公司、机场、免税零售、酒店、医疗服务、购物中心等[4][5][10] * 具体提及的公司包括Trip com、Air China、Shanghai Airport、CTG Duty-free、H-world、Marriott、IHG、Hygeia、CR Mixc、Hang Lung Properties等[5][10] 核心观点与论据 **入境旅游增长潜力与驱动力** * 当前入境旅游收入占中国旅游总收入的11%，预计五年内将增长至18%[4] * 入境旅游有望在三年内成为重要的盈利驱动力，OTA和航空公司对需求繁荣的盈利敞口更高[1] * 增长驱动力包括：商务旅行（新兴领域、股市复苏、贸易伙伴多元化）、休闲旅行（基础设施升级、空气质量改善、自然资源、文化体验、价格实惠）、人才引进（2025年10月1日生效的K1签证）[2] * 中国服务出口在2025年前八个月增长14%，同期旅游服务出口增长56%，达到疫情前水平的150%[3] * 杭州在2025年前八个月入境游客增长23%[3] * 得益于“在中国购物”政策，2025年前八个月退税零售额同比增长98%[3] **各行业受益程度与标的分析** * 到2030年，酒店业的入境旅游收入敞口最高，平均超过20% OTA、航空和免税行业五年内的收入敞口可能在5-10%[4] * 入境旅游收入可能带来利润率提升，原因包括：1）入境收入可能定价更高（OTA、航空） 2）与现有国内或出境业务产生协同效应[4] * 根据收入敞口、业务利润率和协同效应三个维度对细分行业评分，OTA总分3 0最高，其次为航空公司2 8、机场2 6、免税零售2 4[65][66] * 列出了10只受益股清单，吸引力排序为：Trip com、Air China、Shanghai Airport、CTG Duty-free、H-world、Marriott、IHG、Hygeia、CR Mixc、Hang Lung Properties[5][10] **政策支持与具体机遇** * 2025年9月16日，中国九个政府部门宣布措施支持服务消费，将入境旅游列为关键驱动力之一[12] * 重点关注“在中国购物”和“入境医疗”两个领域的增长机遇[58] * 海南博鳌乐城国际医疗旅游先行区2024年接待游客41 37万人次，同比增长36 76%，其中38%来自海外，人均消费超过12，000元人民币[61] * 中国已在全国范围推广“即买即退”免税政策，门槛降至200元人民币[117] 上海已公布1，318家免税店，其中27家位于机场[120] 其他重要内容 **当前增长数据与复苏情况** * 2025年上半年外国游客数量同比增长30%[42] * 2025年8月旅游服务出口同比增长30%[42] 2025年上半年免签入境人数增长54%，占外国游客总量的71%[42] * 2025年8月北京外国游客数量恢复至疫情前水平的92%，上海恢复至92%，台湾游客恢复至108%[44] 杭州入境旅游收入在2025年上半年恢复至疫情前水平的154%[44] **挑战与风险** * 尽管游客量增长迅速，但人均消费恢复慢于预期，约为2019年的82%[38] * 中国机场的商业运营和非航空收入远低于全球同行，货币化能力面临挑战[122] * 免税零售近期增长仍面临宏观环境和国内消费疲软的压力[130] **细分市场具体分析** * **OTA**：入境游客严重依赖OTA预订 Trip com的月活跃用户自2019年以来增长超过两倍，其酒店抽成率8-10%低于区域同行14-15%，具备价格优势[90][92][100] * **航空**：2025年中国航空公司国内客座率达到84-85%（淡季）和88-89%（夏季高峰） 国际旅客贡献了2025年上半年中国航空客运量增长的60%以上[105] * **机场**：国际旅客的航空性收费是国内旅客的2-3倍，宽体机收费也更高，盈利能力更强[112][113] * **酒店**：入境游客偏好高端酒店，国际酒店品牌的中国业务中约40%为高端酒店，Marriott这一比例高达85%[132][133] 中国净单位增长贡献了国际酒店集团全球NUG的20-40%[134] * **医疗**：增长动力包括试点区域扩张、创新疗法可及性提高且成本较低、医院在医保预算约束下寻求额外收入来源[146]

交易概述 - 麦格理集团旗下资产管理部门将收购伦敦城市机场额外50%的股份 [1] - 交易完成后，麦格理集团对该机场的总持股比例将提升至75% [1] 战略意图 - 此次收购旨在加深麦格理集团在英国基础设施领域的布局 [1]