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Airports of Thailand (AOT TB)
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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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MSCI World Index
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01 Nov 2019 04:36
Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
Vermilion Research
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447 Views
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bearish
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Thematic (Sector/Industry)
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19 Oct 2019 07:37
Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
Athaporn Arayasantiparb, CFA
391 Views
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bullish
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Cross Asset Strategy
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23 Sep 2019 20:14
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
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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496 Views
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bearish
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Thematic (Sector/Industry)
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19 Sep 2019 20:55
Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
Athaporn Arayasantiparb, CFA
441 Views
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bearish
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Thematic (Sector/Industry)
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14 Aug 2019 07:55
Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
Athaporn Arayasantiparb, CFA
456 Views
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