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Airports of Thailand (AOT TB)
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245
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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bearish
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Thematic (Sector/Industry)
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01 Aug 2017 10:01
The Yingluck Political Overhang
The Thai stock market continues to be under pressure from foreign selling. One underlying issue has always been the prospect of QE unwinding, which...
Athaporn Arayasantiparb, CFA
218 Views
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bullish
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Thematic (Sector/Industry)
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09 Jul 2017 23:19
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
Angus Mackintosh
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215 Views
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bullish
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Thematic (Sector/Industry)
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04 Jul 2017 23:34
ASEAN Hotels & Hospitality - The Russians Are Coming - On the Ground in J -Town
On a recent visit to Jakarta, I was kindly invited to the Jones Lang Lasalle Real Estate Conference. One of the most interesting presentations was...
Angus Mackintosh
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154 Views
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bearish
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Thematic (Sector/Industry)
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04 Jul 2017 23:33
Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
Athaporn Arayasantiparb, CFA
139 Views
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bullish
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Thematic (Sector/Industry)
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14 May 2017 20:23
The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos
This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...
Angus Mackintosh
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212 Views
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