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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AAV AAV, the country’s largest low-cost airline, ranked eighth of all no-frills carriers in the world with 81% of flights departing or arriving on time, according to the Punctuality League Rankings assessed by AOG Aviation Worldwide. Thai AirAsia’s ranking jumped from 19th last year. (Bangkok Post, 7/1/19) ASAP ASAP is dealing with commercial banks to […]

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AAV AAV expects 4Q18 earnings to recover, supported by more tourists and lower jet fuel price as well as the government’s measures to stimulate tourism. Next year, it plans to add new routes. (Thun Hoon, 20/12/18) Comment: If it wasn’t for such a weak market we’d see the airlines rally by +10-20% DNA SET reminded […]

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AAV AAV’s CEO plans to launch 10 new routes, nine international and one domestic. The company is targeting key potential markets such as China and India. (Thun Hoon, 7/12/18) Comment: They are just going to dominate the region with their lower costs. Again oil prices are key. BANPU BANPU is expanding its investment in a […]

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AAV AAV reported 4Q18 loss of Bt358mn caused by rising fuel price. 9M18 earnings were Bt340mn, 66%YoY. Passengers grew by 4%YoY in 3Q18. (Kao Hoon, 13/11/18) Comment: And oil prices still aren’t even at all time highs. Part of suspects a decent turnaround in airline earnings in 12 months after all the news is done…as […]

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AAV AAV expects earnings to grow in 4Q18. It will add new routes to Vietnam, China, India, ASEAN, India and Indochina. It plans to add flights in the densely populated routes. (Thun Hoon, 21/9/18) BDMS CFO of BDMS expects revenue growth of 10% this year from Bt77bn, supported by an increase in Thai and foreign […]

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AAV AAV targets a load factor of 87% this year, backed by growing Thai tourism. Average fare increased 6% in 1Q18 and the company plans to raise fares to cover rising jet fuel prices. It is expanding its network to India and ASEAN. (Thun Hoon, 5/6/18) BCPG BCPG will recognize around Bt3.0bn gain on sale […]

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