Taseco Air Services Joint Stock Company (AST VN): Solid Q2FY26 Earnings
Airport retail monopoly on Vietnam's tourism boom; H1 FY26 earnings up 52%, net cash VND 411bn, 9.1x FY26E PE on a 7.7% yield.
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Taseco Air Services (AST VN)- Pure Play On Vietnam Tourism, Net Cash, <11x PE, With ~48% ROCE
We initiate coverage of Taseco Air Services (AST VN), a non-aviation services provider (pureplay on tourism in Vietnam) trading at <11x PE, with a...
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Taseco Air Services (AST VN): Synthetic Expert Call Transcript (30 Jun 2026)
Concession Structure Volatility: Taseco Air Services (AST) is highly dependent on renegotiation cycles with the Airports Corporation of Vietnam...
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Taseco Air Services (AST VN): Solid Q1FY26, 8.3x PE Travel Retail Monopoly
Airport retail monopoly on Vietnam's tourism boom; 45% YoY earnings growth, net cash, 8.3% yield at 8.4x FY26E PE. Risks in the near term include...
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Primer: Taseco Air Services (AST VN) - Dec 2025
Taseco Air Services (AST) is strategically positioned to capitalize on the robust recovery and projected strong growth of Vietnam's aviation...
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