We invest in AOT. We look at investment opportunities from…
1) Executives
look at the year 2019 as the year of preparation. Aims to expand non-aero
businesses such as Airport City (land development around Suvarnabhumi), make
cargo (to sell agricultural products) and to make applications to extend
passenger services in the long run.
2) In
2019, AOT expects passenger growth of 6-7%, slowing down from the high base
last year. But close to our estimate
3) Continue
to invest in Terminal2 building to unlock capacity with clarification between
the Ministry of Transport and the Cabinet in 2Q62.
4) The
duty free auction, although the company has not yet disclosed the details
because it will affect the competition, with TOR nearing the announcement soon.
