Corporacion America Airports: Tariffs Won't Derail This Growth Story

2025-04-28 14:01:13 ET

Summary

• Latin America appears to be a relative safe haven amid the current tariff storm.
• Argentina's Corporacion America Airports has been putting up increasingly good traffic figures to start 2025.
• Q4 earnings missed expectations, but that was due to one-time factors. I expect 2025 to be a record year for the company.
• Shares are too cheap at 10x earnings and 6x EBITDA for a firm growing the top-line at a double-digit rate.

The global trade war took the shine off a lot of stocks over the past quarter. However, there's been a stealth bull market emerging in certain overseas stocks. Latin American equities, for example, have significantly outperformed so far in 2025....

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