Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Samui Airport Property Fund / Equity Bottom-Up

Thailand accounts for almost half the ASEAN tourism receipts, but further expansion at AOT's key Suvanabhummi Airport will be slow due to the civil servant's culture still looming at large. We prefer to look at Samui Airports (SPF), a monopoly at one of Thailand's hottest tourist spot controlled by a much more expensive parent company Bangkok Airways (BA).In the airline space, check out Asia Aviation (AAV), which operates Air Asia in Thailand. The company is revolutionizing Thai airline industry, having grown low-cost travel tenfolds over the last decade and marginalizing legacy flag carrier Thai Airways (THAI). Also, we suspect Tony Fernandes has grand design of building his own airports in Thailand. Scroll down and find out: 1) why we sold BA, a really well run boutique airline; 2) why AAV is the only Thai-based airline stock being closely watched for potential investment at MCorp Review; and 3) what we think about the King Power deal with AAV.

Thailand accounts for almost half the ASEAN tourism receipts, but further expansion at AOT's key Suvanabhummi Airport will be slow due to the civil servant's culture still looming at large. We prefer to look at Samui Airports (SPF), a monopoly at one of Thailand's hottest tourist spot controlled by a much more expensive parent company Bangkok Airways (BA).In the airline space, check out Asia Aviation (AAV), which operates Air Asia in Thailand. The company is revolutionizing Thai airline industry, having grown low-cost travel tenfolds over the last decade and marginalizing legacy flag carrier Thai Airways (THAI). Also, we suspect Tony Fernandes has grand design of building his own airports in Thailand. Scroll down and find out: 1) why we sold BA, a really well run boutique airline; 2) why AAV is the only Thai-based airline stock being closely watched for potential investment at MCorp Review; and 3) what we think about the King Power deal with AAV.

Aviators & Airports: The Ongoing Revolution

Thailand

Bangkok Airways Company Limited offers air transportation services. The Company operates flights and airports to various resort destinations in Thailand, Myanmar, Laos, Cambodia, Vietnam, Malaysia, Singapore, China, and Japan.

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Bangkok Airways (BA TB)

Aviators & Airports: The Ongoing Revolution

Thailand accounts for almost half the ASEAN tourism receipts, but further expansion at AOT's key Suvanabhummi Airport will be slow due to the civil...

Athaporn Arayasantiparb, CFA

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