AAV considers merger with another LLC to clamp down on pricing wars once flights eventually resume in the country. Comment: Would that be NOK? Wouldn’t make sense, Thai Smile perhaps? ADVANC launches “GOMO” sim for online uses with unlimited 50GB speed. Comment: Boom! And then your data will be leaked… ASP cuts dividend payout to […]

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AAV raised air fares as social distancing requirement cuts capacity by 30%, request soft loans from government. Comment: Well then…so the low-cost airlines won’t be low-cost anymore. This is inflation. JMART welcomes KB Kookmin Card, a unit of KB Financial Group, to take a 50.99% stake in J Fintech, hoping to build on synergy, to […]

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AAV urges govt to roll out rescue package to save operation costs of airlines and tourism operators aside from tourism promo campaign as virus persist. Comment: Not sure why a private company should rely upon a government bailout… BCPG expects FY20-25 EBITDA growth above 75% driven by contribution of 2 power projects in Laos combined […]

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AAV may save as much as Bt800m after Cabinet cut jet fuel tax from Bt4.726/liter to Bt0.20/liter, Bt300m for THAI. Comment: But it may not make up for the loss in demand.  ADVANC, TRUE, DTAC, TOT and CAT have all submitted bids for 5G spectrums, with ADVANC and TRUE said to be vying for 3 […]

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AAV expects to lose 300,000 Chinese passengers during 1Q20, as flights to China make up 30% of its total rev, to ramp up India and Japan routes. Comment: Well given the Thai government’s response to the virus I doubt that the international travelers from India and Japan are going to make up for the short […]

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AAV to book Bt4.3b gain from selling 10 A320, before leasing back 9 of them. Comment: A tough industry getting tougher by the day. Although this my put them in a stronger balance sheet position versus their competitors BDMS board member, Puttipong Prasarttong-Osoth, sold 2m shrs at Bt25.5 avg on Thurs (Jan 9), SEC filing. […]

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AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]

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And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-)  DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA

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AAV adds new route to Sihanoukville beach town in Cambodia, 4 weekly flights on route from July 1. Comment: Gotta love Airasia they really are everywhere and as a customer I love it. Has anyone else noticed how strong they are selling ad space on their planes? In the cabins? How they are selling food […]

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AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]

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