BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Japanese Full-Service Carriers Benefit from Growing International Passengers
ANA Holdings recorded JPY1,972bn in FY03/18 revenue (+11.7% YoY) to beat both company guidance of JPY1,925bn and the consensus of 1,962bn for the...
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JAL Likely to Acquire Jetstar Japan to Strengthen LCC Involvement
JAL, which has a one-third ownership stake in Jetstar Japan, could potentially expand its stake in Jetstar Japan, the largest domestic LCC in Japan...
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Diverging Strategic Paths Should Create Pair Trading Opportunities Between JAL and ANA
ANA is pursuing an aggressive expansion strategy aimed at capitalising on every growth opportunity that will be present in the market. This...
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ANA Announced the Merger of Peach and Vanilla
Peach and Vanilla are Likely to Merge Under Peach BrandANAÂ announced its plan to merge its two subsidiaries operating in the Low-Cost Carrier(LCC)...
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