SAMART AVIATION SOLUTIONS Plc. (SAV): Strong Air Traffic Volume; New Projects Deferred to 2027 - Outperform (12M FWD Fair Value Bt14.00)
We maintain our Outperform rating. SAV remains highly attractive from a fundamental valuation perspective, presenting 27% upside to our unchanced...
84 Views
Krungthai XSpring Zoom Eng. September 2, 2026
Global financial markets closed in risk-off mode after the 10-year US Treasury yield surged to 4.80%, its highest level in three years. Brent...
91 Views
SAMART AVIATION SOLUTIONS Plc. (SAV): 2Q26 Earnings Dip; Clear Path for 2H26E Recovery - Outperform (12M FWD Fair Value Bt14.00)
Based on our valuation metrics, the investment rating is downgraded to Outperform from Buy. Earnings are expected to have bottomed in 2Q26 and to...
112 Views
SAMART AVIATION SOLUTIONS Plc. (SAV): 1Q26 Core Profit Softened On Baht Appreciation
Flight volumes across all categories in 1Q26 continued to grow YoY, particularly overflight traffic (+13% YoY), benefiting from Vietnam’s air...
99 Views
SAMART AVIATION SOLUTIONS Plc. (SAV): Strong Air Traffic Management...
We upgrade our rating to Buy (from Neutral) as the recent share price correction – falling over 15% since our previous report – presents a...
149 Views