Airport of Thailand (AOT): No Sign of Improvement Yet
Airports of Thailand (AOT TB) share price has rallied post the initial sell-off in the back of COVID-19 yet the key revenue driver, tourists'...
335 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
336 Views
SATS: Traffic -99.5% in April and May; How Much Worse Can It Get?
SATS Ltd (SATS SP) is a Singapore travel monopoly that has rarely been cheap given its great dividend track record. SATS controls 80% of flight...
621 Views
Comfort Delgro (CD): Not Only a Taxi Company!
Comfortdelgro Corp (CD SP) is not only a taxi company, but a majority of its business is also in the public transport service that is divided into...
402 Views
Airports of Thailand (AOT): Yet to Fall
Two of Airports Of Thailand (AOT TB) 's largest revenue contributors, passenger service charges and concession revenue, are positively correlated...
430 Views