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🇺🇸 SECSOUTHEAST AIRPORT GROUPQwen · 实盘不做把握 9/10不做原因:消息已过时
北京时间·🕒 发布 05:10:01·⟳ 抓取 05:10:31 +30s·⚡ 决策 09-02 05:15:42 +5m11s·55.9 天前

ASUR完成收购Motiva旗下巴西、厄瓜多尔、哥斯达黎加和库拉索机场资产,交易价R$51亿(约9.92亿美元)

本次6-K仅为2025年11月18日已公告收购案的交割确认,交易价格(R$51亿/US$9.92亿)、标的(CPC/20个机场)、融资方式均已在签约时披露,无新增金额、指引修正或意外条款。市场有9个多月时间消化该交易,交割本身不构成新催化。此外ASR.US无法获取实时行情,不具备可执行性。

📄 原文SOUTHEAST AIRPORT GROUP↗ 原文
----- tm2624600d1_6k.htm ----- 6-K 1 tm2624600d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washi…
不做 ASUR(东南亚机场集团)(ASR.US)
本次6-K仅为2025年11月18日已公告收购案的交割确认,无新增金额、指引或条款变化,市场已充分消化9个月;且ASR.US无法获取实时行情,不具备可执行性。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

ASUR于2025年11月18日签约收购Motiva旗下CPC(含20个拉美机场),本次6-K仅确认所有先决条件满足、交割完成,价格R$51亿(US$9.92亿)与签约时一致,无新增财务指引或条款变化。交割类公告在签约后通常不构成股价催化,且该标的无法获取行情。结论:不做。

🔎 新鲜度:最早出现 2025-11-18 · 扩散 high · price-in 风险 high ↗

先例如何影响了这次决策

对本次决策的影响:无需先例:交割确认类公告在签约后通常不产生独立价格反应,且本事件无新增信息、标的不可交易,先例研究不改变结论

工具执行结果 · 成功 1 · 降级 1 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 252 ms
    {"result": "search_processed_events:agent query=`asur acquisition motiva airports brazil closing | asur motiva r$5.1 billion airports deal completion | grupo aeroportuario del sureste motiva cpc acquisition closed`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.7/72 小时、3915 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没
  2. stock_quote 降级 stock_tools HTTP · 1,158 ms
    取价失败: Futu returned no quote

原文全文

展开原文 · 5,075 字
----- tm2624600d1_6k.htm -----
6-K
1
tm2624600d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
GRUPO AEROPORTUARIO DEL SURESTE, S.A.B. de C.V.
(SOUTHEAST AIRPORT GROUP)
(Translation of Registrant’s Name Into English)
México
(Jurisdiction of incorporation or organization)
Bosque de Alisos No. 47A– 4th Floor
Bosques de las Lomas
05120 México, D.F.
(Address of principal executive offices)
(Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F
x
Form 40-F
¨
(Indicate by check mark whether the registrant
by furnishing the information contained in this form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b)
under the Securities Exchange Act of 1934.)
Yes
¨
No
x
(If “Yes” is marked, indicate below the file number assigned
to the registrant in connection with Rule 12g3-2(b): 82-
.)
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Grupo Aeroportuario del Sureste, S.A.B. de C.V.
By:
/s/ ADOLFO CASTRO RIVAS
Adolfo Castro Rivas
Chief Executive Officer
Date: September 1, 2026

----- tm2624600d1_ex99-1.htm -----
EX-99.1
2
tm2624600d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
Contactos:
ASUR
Lic. Adolfo Castro
+52+55-5284-0408
acastro@asur.com.mx
Lic. David Barlow
+52-55-5284-0483
dbarlow@asur.com.mx
InspIR Group
Susan Borinelli
+1-646-330-5907
susan@inspirgroup.com
ASUR CLOSES ACQUISITION OF MOTIVA’S INTERESTS
IN AIRPORTS IN BRAZIL, ECUADOR, COSTA RICA AND CURAÇAO
Mexico City, September 1, 2026 –
Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR) (“ASUR”)
and Motiva Infraestrutura de Mobilidade
S.A. (B3: MOTV3) (“Motiva”) announced today that, following the satisfaction of all conditions precedent under the agreement
entered into on November 18, 2025, the acquisition of Motiva’s entire equity interest in Companhia de Participações
em Concessões (“CPC”), a subsidiary owned by Motiva, has been closed for a purchase price of R$5.1 billion (US$992.2
million), following customary closing adjustments.
The transaction represents a key component of
ASUR’s growth strategy and was financed through a loan facility arranged when ASUR submitted its offer to Motiva.
As a result of the transaction, ASUR has added
to its portfolio 20 airports across four markets in Latin America and the Caribbean, including Brazil, Latin America’s largest aviation
market by passenger traffic.
About ASUR:
Grupo Aeroportuario del Sureste, S.A.B. de C.V.
(ASUR) is a leading international airport operator with a portfolio of concessions to operate, maintain, and develop 16 airports across
the Americas. The Company operates nine airports in southeastern Mexico, including Cancún Airport, the largest tourist gateway
in Mexico, the Caribbean, and Latin America; as well as six airports in northern Colombia, including Medellin international airport (Rionegro),
the second busiest in Colombia.
ASUR also holds a 60% interest in Aerostar Airport
Holdings, LLC, operator of Luis Muñoz Marin International Airport in San Juan, the capital of Puerto Rico, the island’s primary
international gateway. San Juan Airport was the first and remains the only major airport in the U.S. to have successfully completed a
public–private partnership under the FAA Pilot Program. ASUR has recently expanded into airport commercial services through ASUR
US Airports, which partners with airports and airlines to deliver enhanced retail and passenger experiences. ASUR US Airports operates
at major U.S. hubs, including Los Angeles International, Chicago O’Hare, and John F. Kennedy International, and has historically
shown competitive performance against U.S. commercial revenue benchmarks.
Headquartered in Mexico, ASUR is listed on both
the Mexican Bolsa (BMV) under the symbol ASUR, and on the NYSE in the U.S., where it trades under the symbol ASR. One ADS represents ten
(10) B-series shares. For further information, visit
www.asur.com.mx
.
About Motiva
Motiva Infraestrutura de Mobilidade S.A. (“Motiva”)
is Brazil’s largest mobility infrastructure company, operating across the toll road, rail and airport sectors. It operates 37 assets
in 13 Brazilian states and employs more than 16,000 people. The Company is responsible for managing and maintaining 4,475 kilometers of
toll roads and provides 3,600 services daily. Its rail platform, which operates subway systems, trains and light rail vehicles, transports
750 million passengers annually. Its airport platform, comprising 17 airports in Brazil and three internationally, serves approximately
45 million passengers per year. The Company has been included in the B3 Corporate Sustainability Index for 14 years. For more information,
please visit www.motiva.com.br.
ASUR Page 1 of 1

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