In today’s briefing:
- AOT Vs MAHB: Part Deux
AOT Vs MAHB: Part Deux
- Airports of Thailand (AOT TB) 6m24 revenue growth rates are healthy, supported by the growth in departure passenger service charges and the coming back of concession revenues.
- AOT labor expenses have expanded at an unprecedented level, even higher than pre-COVID levels, while Malaysia Airports Holdings (MAHB MK) kept them under control.
- Book profit on half of the exposure and wait for the next quarter to see if AOT labor expenses will stay high.
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