The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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AOT: Airport Services Ready to Fly High
Strong long-term earnings growth, strong cash levels, and good pricemomentum relative to its sector Total passenger volume through the six...
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AOT: Airport Services Set Altitude Record
Strong cash levels, good growth in core profit, and low correlation withWestern stock markets relative to its sector Total passenger volume...
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Chinese Outbound Travel to Asian Destinations Weakens in June/July; Vietnam, Thailand Firmer
OverviewA review of June / July Chinese visitor arrival data for several popular travel destinations shows that most posted either declining growth...
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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...
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