Daily Brief Thailand: Samart Aviation Solutions Public Co Ltd and more

• Exclusive Concession Holder with High Barriers to Entry: Samart Aviation Solutions (SAV) wholly owns Cambodia Air Traffic Services (CATS), the exclusive operator of air traffic control services across all airports in Cambodia under a long-term concession valid until 2051. This monopoly position creates a significant economic moat with high barriers to entry.
• Direct Beneficiary of Resurgent Cambodian Tourism and Aviation Growth: The company’s earnings are in a strong recovery phase, directly benefiting from the rebound in tourism and increasing flight volumes in Cambodia. Growth is further supported by the Cambodian government’s pro-tourism policies and the development of new airports.
• Potential for Regional Expansion and New Revenue Streams: SAV is actively exploring opportunities to expand its air navigation services to neighboring countries, notably Laos, and is also considering diversification into related businesses such as air navigation equipment trading.

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