AENA: DESCONVOCA SU JUNTA GENERAL DE ACCIONISTAS (ANÃLISIS BANCO SABADELL)
El Consejo de Administración ha decidido desconvocar su JGA prevista para el 31/03 debido al Covid-19 ante los riesgos para la salud pública (tanto para los asistentes como para los trabajadores) que podrÃa generar su celebración.AsÃ, el Consejo de Administración propondrá una nueva fecha una vez que termine el actual estado de Alarma (en el plazo de un mes posterior a dicho levantamiento de las restricciones).
La compañÃa hace notar que, en dicha convocatoria, se evaluará si se mantiene o no el DPA’19 previsto hasta el momento (7,58 euros/acc., 7,5% yield).
VALORACIÓN
Noticia negativa ya que retrasa el pago del dividendo. En el mejor de los casos la JGA se celebrarÃa a lo largo del mes de Junio (vs 31/03 antes) y que el dividendo se abonarÃa en Julio (vs mediados de abril previsto hasta el momento).
Con todo, el efecto más negativo para la acción serÃa que AENA decidiese anular su dividendo, algo que no prevemos (por el momento) dado su nivel de liquidez (>2.000 M euros).
Aena SME SA, formerly Aena SA, is a Spain-based company primarily engaged in the airports operation. Its activities are divided into four segments: Airports, which comprises Aeronautical subdivision, responsible for the management of airports, jetways, security, handling, cargo and fuel services, among others, as well as Commercial subdivision, including duty-free and specialty stores, restaurant services, car rental, as well as banking services and advertising; Services outside the terminal, which manages real estate assets, such as parking lots, warehouses and lands; International, which comprises operations of Company's subsidiary, Aena Desarrollo Internacional SA, that invests in other airport owners principally in Mexico, Colombia and the United Kingdom; and Others, encompassing corporate activities. It manages tourism, hub and regional airports, as well as heliports and general aviation areas. Furthermore, its destination range comprises Europe, the Americas, Asia and Africa.
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