Krungthai Commercial Bank Sees Slightly Positive Outlook for Airlines Amid Domestic Travel Stimulus
Kaohoon - 전체
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Key summary
Krungthai Commercial Bank (KSCB) maintains a Neutral investment rating for the airline sector despite short-term positive views driven by government tourism promotion measures. The bank cites limited seat subsidies (0.3-1.6% of high-season capacity) and external risks like geopolitical tensions and potential departure taxes as reasons to hold the sector neutral, while recommending AOT as a Top Pick.
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Official source
Kaohoon - 전체
Read original ↗https://www.kaohoon.com/news/872321