📊 AOT Company Overview Airports of Thailand Public Company Limited (AOT) is Thailand’s dominant airport operator, managing six major international airports including Suvarnabhumi, Don Mueang, Chiang Mai, Hat Yai, Phuket, and Chiang Rai. Key Metrics: Market Cap: THB 735.71B, P/E: 40.76, Dividend Yield: 1.57% View full analysis on Perplexity Finance → AOT AOT has stepped […]
Read More →BH offers quick management updates on Phuket progress, stating construction is on-track for completion in 1H27 and still confidence in the premium market in TH’s 2nd largest provincial economy; Phuket’s average annual income per head is at Bt390k, 62% higher than the country’s overall average. Comment: Let’s see how quickly they can ramp up occupancy […]
Read More →BEM: expects daily average MRT ridership jumps from 300k to 500k trips/day during TH Red Cross fair at Lumpini Park during Dec 8-18. Comment: And the fact that people are back in the offices even though the wuflu is still going around. CENTEL: sets Bt 6b capex for hotel, F&B and M&A. Comment: This is […]
Read More →Earnings season is over and directors are back to trading! Notable Transactions Buy(s) THB 181 mn Sell(s)
Read More →BA: brings back annual unlimited flights campaign, Elite/Elite Plus card, Bt120k pre-paid ticket for FY23, kick-off 11.11 campaign tomorrow to fill cabin. Comment: If you live in Samui or plan to fly to the maldives often, this seems like a no brainer…presume that this is for them to receive a massive cash infusion. BBL & […]
Read More →AOT: Treasury department mulls scrap 50% land rent discount at 6 airports next year as Covid situation eased. Comment: Tourism figures are still -50% of pre wuflu, but the share price is already near the 2019 peak. Well ok…granted I do still think TH will back to those high travel figures within the next 6-12 […]
Read More →AUCT sees repossessed vehicles traffic accelerates thru auction yard aft debts relief prog phased out since July, expects FY22 traffic in the system above 300k vehicles. Comment: And they’ve increased the fee that they charge…. BAM reaffirms Bt4b cash collection target in 3Q, will announce JV distressed assets management venture on July 29, sees earnings […]
Read More →AOT is expected to gain 6.5m passenger after adding 3 airports to management (Udon Thani, Krabi and Buri Ram), translated to 5-6% profit upside, Tabloid. Comment: Thailand’s airport system is actually rather fantastic. Go fly around Europe or the US, a shambles in comparison. BAFS sees clear sign of recovery this year, sets 3,000m liter […]
Read More →