AENA: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)
De la Conference Call de Rdos. 1T’22, destacamos: Demanda: siguen estando confiados de una recuperación importante de cara al verano’22, sobre todo tras los datos de trafico de marzo (~78% de los niveles de 2019). En este sentido, las aerolíneas tienen programado 216 M de asientos para la temporada de verano (que va desde el 27 marzo hasta 29 de octubre 2022) lo que supone c. +2% vs 2019. Si bien AENA espera que la cifra final será menor, no debería alejarse de los niveles de 2019. A pesar de las buenas tendencias que están viendo, por el momento, no van a aportar guidance de trafico debido a las incertidumbres que existen en el mercado, aunque podrían hacerlo en unos meses.
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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