Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
435 Views
2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks
This report provides a quick peek on the best and worst performers in the world of global aviation and the industries that revolve around it. We...
374 Views
ACV - Sweet Spot of Earnings Growth Is Insight
Revenue jumped by 124% YoY, which was higher than the growth of a total passenger volume (72% Y0Y) due to a sharp increase in international...
339 Views
ACV - Sweet Spot of Earnings Growth Is Insight
On the back of robust international pax volume growth, we project that revenue will amount to VND 19.1 trillion (USD 0.8 Bn, +20%YoY)
356 Views
SATS: Traffic -99.5% in April and May; How Much Worse Can It Get?
SATS Ltd (SATS SP) is a Singapore travel monopoly that has rarely been cheap given its great dividend track record. SATS controls 80% of flight...
747 Views