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Airports of Thailand (AOT TB)
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245
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Thailand
Airports of Thailand Public Company Ltd. operates the Bangkok International Airport (Don Muang) and the New Bangkok International Airport (Suvarnabhumi).. The Company also operates provincial airports in Chiang Mai, Chiang Rai, Hat Yai, and Phuket.
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bullish
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Zen
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06 Feb 2020 19:37
Snippets #36: Zen's New Chinese Restaurants, DTAC's Cautious Stance
Five interesting developments/trends we recently came across includes: Zen picks up Din's, a trendy Chinese restaurant chain, on a 10-year...
Athaporn Arayasantiparb, CFA
360 Views
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bullish
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Thematic (Sector/Industry)
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21 Jan 2020 19:49
China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
Henry Soediarko
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493 Views
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bullish
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Cross Asset Strategy
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11 Nov 2019 11:43
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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363 Views
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bullish
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CP ALL PCL
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07 Nov 2019 04:44
Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
Athaporn Arayasantiparb, CFA
815 Views
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bullish
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Thematic (Sector/Industry)
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04 Nov 2019 09:37
Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
Athaporn Arayasantiparb, CFA
342 Views
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