Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]
Read More →AAV Thai AirAsia posts static Q3 load factor – Thai AirAsia (TAA) saw a slight fall in load factor in the third quarter, which it attributed to Thailand’s political situation and a sluggish economy. The country’s largest low-cost carrier still recorded a relatively high load factor of 82% for JulySeptember, down by one percentage point […]
Read More →With Bangkok Airways Plc listing yesterday being incredibly poor (down 12% on its first day!), is it going to go the way of Nok and Thai Airways? If you can remember Thai Airways listed in the 90’s at THB 50/share, its today at THB 14 (after multiple recaps etc etc etc), in fact the only […]
Read More →AAV Thai AirAsia X eyes broad expansion – An aggressive expansion appears on the horizon for Thai AirAsia X (TAAX) with the addition of five wide-body jets and expanded coverage over Japan next year. On the radar screen for Thailand’s first long-haul low-cost carrier are services to four Japanese airports – Haneda (Tokyo), Nagoya, Fukuoka […]
Read More →AAV TAA flies Krabi-Guangzhou – Thai AirAsia (TAA) is strengthening its network in China with the launch of a new route aimed at the renewed surge in arrivals from the world’s most populous country. Thailand’s largest low-cost carrier will begin non-stop daily service connecting Krabi with the southern-Chinese economic hub of Guangzhou on Nov 6. […]
Read More →Notable Transactions Buy(s) THB 60 mn RS – The CEO/MD/Chairman buys another THB 20 mn in RS SAMART – The President buys a big stake at THB 25 mn Sell(s) THB 142 mn AAV – A massive sell by the CEO, I’m guessing that it must be a block trade. tha
Read More →AAV No deal for Skymark — AAV denies Japanese news that the Malaysian low cost airline is negotiating to acquire Skymark Airline in Japan which is facing financial distress. (Thun Hoon, 20/08/14) Comment: Skymark shares have risen some 30% on these rumours, no idea if there is truth behind them, wouldn’t see why AirAsia needs […]
Read More →AAV AirAsiaGo taps booming middle class – AirAsiaGo, one of Asia’s fast-growing online travel portals, is expediting its expansion in Thailand to catch in on the trend for online travel booking. Yesterday’s announced launch of a US$10mn technology platform, engineered by travel technology giant Expedia, will be instrumental to its aggressive growth plan. (Bangkok Post, […]
Read More →Having just spent the long weekend in Samui a few things crossed my mind (other than just the sand & the beach), the island was buzzing and yet still peaceful, were hotels still performing alright? Are there plenty of travelers? How many more hotels are building here? And..whats the best direct play on this place? […]
Read More →AAV TAAX plots aggressive expansion – Thai AirAsia X (TAAX) is charting a lofty growth plan that it hopes will put the airline at the forefront of the medium- and long-haul low-cost segment it pioneered in Thailand. Ramping up its passenger volume to 1mn by 2016, expanding the fleet to include a newly unveiled version […]
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