AOT: Thai Smile to resume Phuket-Hong Kong route, 4 weekly flights (Monday/Wednesday/Friday/Sunday) from July 2. Comment: Initial travelers are going to be all over the local news, and then disappointment will set in as the figures are lower than expected, and then it will ramp up faster than the infrastructure┬ácan manage. BAM sees 2Q turnaround […]

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Commodities still going – agri prices higher than pre-wuflu, oil prices higher than pre-wuflu, coal higher than pre-wuflu. Reopening theme is back in motion – Last year we were tracking “cases” and this year everyone is tracking “vaccinations”. Should hotels/retailers/spa’s etc be valued here? Sure, why not +20%? Their competition is gone, they own the […]

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