TAV CFO: Limited Inflation Impact on Revenues

The video discusses the strong Q2 results of a company despite challenges from the Russian-Ukrainian crisis, highlighting a recovery in tourism and financial performance. Inflation's impact on business and pricing strategies is examined, along with debt management and recent investments in Almaty Airport and Antalya. Future expansion plans target regions like Montenegro and Nigeria. The video also addresses potential interest in Istanbul Airport and discusses the company's undervalued market position.

What was a significant factor in TAV's financial recovery in the second quarter?

• Increased Russian tourism

• Decrease in operational costs

• New government subsidies

• Overperformance of UK and European markets

How does TAV primarily manage the impact of inflation on its revenues?

• By fixing all revenues in Turkish lira

• By linking majority of revenues to inflation

• By increasing debt levels

• By reducing operational costs

Which recent acquisition significantly contributed to TAV's revenue and EBIT?

• Montenegro Airports

• Almaty Airport

• Antalya Airport

• Istanbul Airport

What regions are TAV focusing on for future expansion?

• South America and Australia

• Middle East, CIS, North Africa, Eastern Europe

• North America and Western Europe

• Asia and the Pacific

What is TAV's stance on potentially acquiring Istanbul Airport?

• They are actively pursuing it

• They have already made a bid

• They are not interested at all

• They will consider it if conditions change

Why does TAV consider itself a defensive stock?

• Due to its high operational costs

• Because it has no outstanding debt

• Due to its revenues not being in Turkish lira

• Because it is based entirely in Turkey

What do analyst reports suggest about TAV's stock price?

• It is expected to halve

• It is expected to double

• It is expected to remain stable

• It is expected to decrease