Central Plaza Hotel Public Company LimitedCENTEL
▲ ポジティブ需要関連度
Asia Plus favors CENTEL, noting its diversified Bangkok/provincial hotel and restaurant mix cushions flood impact and Q4 earnings should still expand.
資産への影響 5
Consumer Discretionary
Central Plaza Hotel Public Company Limited
The Erawan Group Public Company LimitedERW
± 混在需要関連度
ERW's Lux to Eco hotels remain open but some Hop Inn branches are affected; flagged only as an event trade.
Minor International Public Company LimitedMINT
▲ ポジティブ需要関連度
MINT derives about 50% of hotel revenue from the EU, so it faces a more limited fundamental impact from the Bangkok floods.
Industrials
Airports Of Thailand PCLAOT
▲ ポジティブ需要関連度
Research team maintains normal profits for AOT will expand QoQ and YoY through the tourism high season despite Bangkok floods.
Aerospace & Aviation
Thai Airways International Public Company LimitedTHAI
± 混在資本関連度
THAI is called a tactical buy after its share price fell 12% year to date, with no company-specific operational development cited.