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Airports of Thailand (AOT TB)
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244
Analysis
Industrials
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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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Asia Aviation
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13 Apr 2017 10:43
It's Songkran. Let's Fly to Japan!
The Number One Foreign Destination for Thai outbound tourists is Japan. Over the past five years, it's grown 36% per year. Last year, the growth...
Athaporn Arayasantiparb, CFA
343 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2017 09:01
Sector Weights for Thailand
This is a quickie run-down on MCorp Review's overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO...
Athaporn Arayasantiparb, CFA
123 Views
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bullish
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Thematic (Sector/Industry)
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09 Apr 2017 19:58
The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
Angus Mackintosh
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194 Views
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bullish
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Thematic (Sector/Industry)
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04 Apr 2017 08:54
Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
Athaporn Arayasantiparb, CFA
197 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 22:08
The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
Angus Mackintosh
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693 Views
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