Airports of Thailand PCL

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42 articles for Airports of Thailand PCL

Thailand: Tourism - Staying bullish on the sector

Expecting higher tourist influx in 2Q23. Looking at stronger performance in 2Q23. Our tourism preferences remain AOT, CENTEL, MINT, ERW, and AWC.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 20 March 2023

Airports of Thailand PCL: Clearer skies ahead

Weaker-than-expected 1QFY23. 2QFY23 strong recovery phase. Opening schedule of SAT1 building on track.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 14 February 2023

Airports of Thailand PCL: Weaker 1QFY23 results than expected

1QFY23 core profit below all estimates. AOT reported a 1QFY23 (Oct-Dec 2022) core profit of Bt436m. 1QFY23 revenue from sales & services was Bt8.82bn.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 13 February 2023

Thailand: Tourism Sector - Key takeaways from BLS Tourism Day

Policies to optimize the effects of China’s reopening. Corporates saw strong recovery momentum in 4Q22. -.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 27 January 2023

Thailand: Tourism - Arrivals down MoM in Jan-to-date

Foreign arrivals to Thailand fell MoM in Jan-to-date. Double-positive: foreign arrival growth and domestic stimulus. Chinese independent travelers first …tour groups soon after.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 25 January 2023

Thailand: Tourism - Foreign arrivals exceeded 11m in 2022

Foreign arrival growth to Thailand accelerated MoM in Dec 2022. China is reopening sooner than we had assumed. AOT, AWC, ERW have high exposure to China reopening.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 11 January 2023

Details

Thailand
Asia
Transportation
About
Airports of Thailand Public Company Ltd. operates the Bangkok International Airport (Don Muang) and the New Bangkok International Airport (Suvarnabhumi).. The Company also operates provincial airports in Chiang Mai, Chiang Rai, Hat Yai, and Phuket.

Associated topics

Asia Industrials Thailand Airports of Thailand PCL Equity Transportation AOT Kalvalee Thongsomaung Narumon Ekasamut AWC Consumer Discretionary Asset World Corp PCL Real Estate Consumer Services