Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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StubWorld: Genting At All-Time Lows On Politics And Virus Concerns
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV is at an all-time high, and the implied stub is at multi-year lows, but...
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Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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China Southern Airlines: No Right Way to Price Risk
The current disruption in the air travel within and outbound of China is unprecedented as the government has imposed lock-down to contain the...
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