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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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Bangkok Expressway and Metro
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15 Aug 2022 16:08
Bangkok Express and Metro (BEM): Marching On
The early sign of recovery is there and BEM has proven that it participates and does not lag behind the improvement in the ridership recovery as...
Henry Soediarko
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296 Views
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bullish
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Thematic (Sector/Industry)
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09 Aug 2022 21:00
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
Henry Soediarko
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331 Views
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bearish
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MTR Corp
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29 Jun 2022 14:38
MTR (66): Open or Closed?
The Chinese government is to reduce the quarantine period may bring some positive sentiment to MTR but the border between China and HK remains...
Henry Soediarko
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422 Views
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bearish
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Japan Airport Terminal Co
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29 May 2022 22:07
Japan Airport (9706): Not the Best Proxy for Japan Reopening.
Japan Airport will benefit less from Japan's reopening compared to Keisei Electric which benefits from the higher number of tourists to Japan.
Henry Soediarko
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370 Views
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bullish
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Thematic (Sector/Industry)
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11 May 2022 16:58
Thailand Reopening: Tourist Traffic Increase Beneficiaries
Chinese zero COVID policy dampens the growth and recovery story, but the travel recovery in South East Asia in Thailand is favored as a holiday...
Henry Soediarko
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298 Views
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