Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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StubWorld: Genting At All-Time Lows On Politics And Virus Concerns
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV is at an all-time high, and the implied stub is at multi-year lows, but...
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Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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HNA Group: Â To Be or Not To Be (Nationalized)
Bloomberg reported on 19-Feb that the Hainan Provincial Government is under discussion to take control of Hna Group (HNAGRZ CH) (HNA) and sell-off...
594 Views
Shanghai International Airport (600009 CH): Best of the Breed
We regard Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) as the best airport play in China when compared with its peers like Beijing...
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