Airports of Thailand PLC (AOT) 2022-23

28/11/2023 High conviction: "Time to accumulate, negatives priced in" – Outperform (TP Bt84)
21/11/2023 Earnings brief: "4QFY23: Below INVX, in line with market." – Outperform (TP Bt84)
14/09/2023 High conviction: "Stronger traffic volume = stronger earnings" – Outperform (TP Bt84)
15/08/2023 Earnings brief: "3QFY23: Below INVX, in line with market" – Outperform (TP Bt84)
15/06/2023 Company update: "First meet with new president" – Outperform (TP Bt82)
15/05/2023 Earnings brief: "2QFY23: Beat estimates" – Outperform (TP Bt82)
23/03/2023 Company update: "Earnings accelerating ahead" – Outperform (TP Bt82)
13/02/2023 Earnings brief: "1QFY23: Beat estimates" - Outperform (TP Bt82)
04/01/2023 Company update: "Back in the black in 1QFY23F" – Outperform (TP Bt82)
22/11/2022 Earnings brief: "4QFY22: Beat market and in-line with us" – Outperform (TP Bt82)
27/09/2022 Company update: "Expansion update, earnings improving" – Outperform (TP Bt75)
15/08/2022 Earnings brief: "3QFY22: In line with SCBS, below consensus" – Outperform (TP Bt75)
08/08/2022 Company update: "Preview 3QFY22: Losses down YoY and QoQ" – Outperform (TP Bt75)
01/06/2022 Company update: "Cleared for takeoff" – Outperform (TP Bt75)
13/05/2022 Earnings brief: "2QFY22: In the red, as expected" – Outperform (TP Bt75)
31/03/2022 Company update: "Looking good for traffic recovery" –  Outperform (TP Bt75)
21/03/2022 Industry update: "Moving toward full reopening" - Upgrade to Outperform (TP Bt75)
11/02/2022 Earnings brief: "1QFY22: Net loss missed but core loss in line" – Neutral (TP Bt67)