Corporacion America Airports: Global Growth Story Still Priced As An Argentina Play

2025-09-25 08:06:35 ET

Investment Thesis

In July, I published an article where I said that the biggest challenge for Corporación América Airports ( CAAP ) was to get rid of the "Argentine risk premium" that the market applies almost by reflex. I argued that the company had ceased to be a simple emerging bet to become a global, profitable and diversified airport platform. Today, after the results of Q2 2025, I feel that this thesis has been strengthened: the fundamentals have been consolidated, but the market still does not recognize them in the valuation. ...

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