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Nok Airlines (NOK TB)
Watchlist
16
Analysis
Industrials
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Thailand
Nok Airlines PCL operates as an airline carrier in the aviation industry. The Company provides air transportation services for passengers, baggage, and cargo.
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bearish
•
Thematic (Sector/Industry)
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07 Jan 2021 10:53
Mission Impossible 2021: Rescuing the Thai Airline Industry
Bangkok Airways might be the only survivor amongst the 4 listed carriers. Short term, Thai aviation relies on domestic tourist, but long term,...
Athaporn Arayasantiparb, CFA
475 Views
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bearish
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Cross Asset Strategy
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23 Dec 2019 05:16
Political Pit Stop 2020: Power Concentrates For the Thai Government
As the year closes, we note the five recent political developments in Thailand. On the balance, it leads to a stronger government and weaker...
Athaporn Arayasantiparb, CFA
741 Views
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bullish
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Minor International
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09 Dec 2019 15:47
Snippets #32: MINOR Acquires Bonchon, ThaiBev's New Listing
Five interesting news or developments on our radar screen include: Minor acquires Bonchon, the most famous Korean fried chicken chain in Thailand,...
Athaporn Arayasantiparb, CFA
355 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2019 07:36
A Second Look at the Thai Airlines Industry
In this two part series, we apply some of the thoughts of UK-based industry expert Morrel to the Thai airlines industry and try to figure if even...
Athaporn Arayasantiparb, CFA
609 Views
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bearish
•
Advanced Info Service
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13 Mar 2019 10:02
Snippets #20: Dark Clouds in Thai Equities
Of the five interesting trends/events/developments we heard this month, we highlighted five and how they could impact Thai equities in the near...
Athaporn Arayasantiparb, CFA
197 Views
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