Comfortdelgro (CD): March on Chinese Tourists
Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.
693 Views
The Week That Was in ASEAN@Smartkarma - LREIT's Focussed, Berli Jucker, and AEM's Inventory Loss
The Past Week saw insights on Lendlease Global Commercial REIT, Berli Jucker (BJC TB), AEM (AEM SP), Airports of Thailand (AOT TB), and the...
338 Views
Airport of Thailand (AOT): Near Term Gain
AOT looks interesting right now, as there have been a few initiatives by both the management and the local authority to win tourism market share in...
774 Views
The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
607 Views
AOT Vs MAHB: Part Deux
AOT recent results were not encouraging, especially the labor expenses to revenue ratio that has shot up, depleting its net margin. In the...
950 Views