AAV targets FY23 passenger reach pre-Covid level at 20m, +100% from 10m in FY22, expects cabin factor within 87-88% vs 81% FY22, 20% air fare hike, fuel surcharge to boost revenue. Comment: By 4Q23 they’ll comfortably be pack, now it’s just a question of getting the same number of planes up in the air. BAM […]
Read More →A mini random thought that will be fleshed out later…btw join us on Telegram link (https://t.me/thaicapitalist) we’ve been having fun chatting about ideas & what’s going on in the market (jmart/singer/wph/prm/royalty… *grin*) Where are the markets today 2020 – lockdown 2021 – reopening for the Western Markets 2022 – 1H22 – Ukraine/Russia, 2H22 Asia finally […]
Read More →Notable Transactions Still a quiet week, the fun should start in the first week of March once all earnings are done Buy(s) THB 29 mn Sell(s) THB 82 mn
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