Yesterday the junta/government decided to waive visa fee’s for 3 months as part of an attempt to revive tourism. What has happened since, every hotel stock (centel, mint, erw) performed well, most airline names (aav, thai, nok) have performed ok too.  Now this isn’t the first time that Thailand has done something to boost tourism, […]

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BTS BTS reveals passenger traffic growth of 4-5% YoY in 1QFY15, below the estimate of 7% YoY, because the government has adjusted the Thai school semester to be in line with AEC. The company is waiting for bidding to open for the Green Line and expects the NCPO to support all train line projects. (Kao […]

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