AAV: mulls introducing new regional routes to spur intra-Asean travel, in talk with ministers for possibility to add Jakarta- Hua-Hin route. Comment: Retail investors are more interested in the picture of the Bitkub fellow and Tony from AirAsia that floated around social media over the past few days. GTB: wins contract to supply fire tube […]

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AAV’s 1.714b new shares from RO 5.7625:1 @ Bt 1.75/share tradable today. Comment: Apparently the WHO has said that they recommend for countries to relax travel restrictions and remove the vax passports last night, hooray! BA to resume 2 daily flights from SIA to Phuket to support sandbox & sealed route scheme from February 1. […]

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AAV to start accepting digital currency for payment from next year, sees 100% recovery in domestic travels in 2Q22. Comment: I can just picture royal nationalists saying that is anti-monarchy… now, I am curious to see how far these systems will go. Though for now expect for all the Thai companies accepting “digital currencies” to […]

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Thai AirAsia (TAA) has announced mass layoffs, extended furloughs, and cut its fleet by 10% after struggling with the impact of the pandemic, despite the country’s reopening on Nov 1 Comment: And just after they said expected a full recovery BA will reduce fleets size to 35 aircrafts next year from current 38, return additional […]

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Thai AirAsia (TAA) predicts full recovery for Thai tourism in the next 2 years as international borders will gradually be opened by next year, while passenger traffic has yet to resume despite the country’s reopening on November 1. Comment: Depends upon the definition of a full recovery. But w/o a doubt I still think tourism […]

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AAV predicts the aviation business will return to normal within 3 months on condition that more borders in the region reopen with no quarantine and RT-PCR test required. Comment: Define “normal” though yes I am of the viewpoint that we are going to see a strong rebound in travel IF/WHEN pcr tests/quarantines are taken out. […]

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AAV to issue 8,000m new share @ Bt1.75, offering 5,028m share in PP, 1,714m share RO, and 1,257m share for CB conversion, shareholder meeting Nov 26. Comment: Finally a real recap with one of the airlines here! There will be a trading opportunity at one point. AOT sees advance booking for landing/takeoff slots tick up […]

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ADVANC may report Bt6,688m 3Q21, +2.7% yoy, as online-call center and AIS mini corner helped servicing clients during pandemic, while AIS fiber home internet rev showed promising growth, Tabloid. Comment: The story for ADVANC is 1) sale of assets to a fund 2) True & DTAC merging and then the entire sector can start charging […]

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AAV issues bond via crowdfunding, at 6.75% p.a., min Bt50K, with special promotion offering return tickets on domestic routes for Bt100K subscription. Comment: Does this demonstrate an inability to raise capital for AAV or simply they are offer to their customer base a potential good deal? DOHOME records 30% growth in 9M21 sales, on double […]

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AAV mulls adding more flights to accommodate demand for travel, sees advance booking jumps on Chiang Mai, Chiang Rai & Hat Yai routes. Comment: The limited flights that are going around the country – are full (up to the 75% limited) BAFS anticipates FY22 turnaround from recovery jet refueling business, target sales volume +110% yoy […]

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