2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks
This report provides a quick peek on the best and worst performers in the world of global aviation and the industries that revolve around it. We...
265 Views
ACV - Sweet Spot of Earnings Growth Is Insight
On the back of robust international pax volume growth, we project that revenue will amount to VND 19.1 trillion (USD 0.8 Bn, +20%YoY)
274 Views
SATS: Traffic -99.5% in April and May; How Much Worse Can It Get?
SATS Ltd (SATS SP) is a Singapore travel monopoly that has rarely been cheap given its great dividend track record. SATS controls 80% of flight...
616 Views
Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
528 Views
Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. The...
407 Views