Travel stocks are another industry group that has been closely watched by investors. Because there are many positive supporting factors. Both in terms of pushing the current government Including the recovery of the Chinese economy will have a positive impact on the Thai economy as well. Especially the tourism sector in Thailand and exports. Not only that, there are also important factors in April that are considered to be events during Songkran. and to accommodate groups of tourists who will come
Therefore, 6 airlines did not wait any longer and accepted the policy of ‘Suriya Jungrungruangkit’, Minister of Transport, adding 104 flights immediately during this Songkran festival. Send tourism stocks back to being lively again. After increasing during the past Chinese New Year festival.
Prakit Siriwathanaket Managing Director Merchant Partners Asset Management Company Limited provided information to “Krungthep Turakij” that stocks in the tourism sector are still recovering. Because it can be seen that during Chinese New Year The number of tourists is quite peak, making a new high, and after Chinese New Year it starts to subside somewhat. And it is expected that during these 2 – 3 weeks it will begin to gradually recover again.
However, if the number of tourists continues to increase. Including during the month of April. It should be the peak point again. From Songkran events and others, the tourism sector should continue to improve. This can be seen from the Forward Booking balance which is in a good direction.
However, the adjustment of tourism groups has improved, resulting in better consumption in the country. If you look at this group I like hotels and food. There are only 2 outstanding ones: MINT and CENTEL. If you are going to look at ERW stocks that only do hotels. I think it’s still not fully beneficial. As for airports and airlines, it is considered I’ve already received a lot of benefits, especially BA.
Thanawat Ruenbanterng, Chief Analyst TISCO Securities Company (SEC) provided additional information: The overall picture of the tourism industry continues to grow, which is considered one of the growth areas of Thailand. And if you look at the government measures in the past Stimulating this industry is quite simple. If compared to other industries, it is quite difficult to do due to the economy that is still having problems.
Therefore, stimulating tourism is something that is easy to do. In the past, the government has focused on this matter. Both provide free visa measures that will help increase demand. while on the supply side Try to add new airports or have AOT improve airports as well. including adding airlines increase flights, etc. The tourism industry is considered It’s going well on its own. The more the government comes in to support. The more it is considered even better.
“Image in the travel group thinks that tourism stocks can still do well. Although it can fluctuate somewhat in the short term according to the news. But in the medium to long term, I think this sector is most likely to survive more than any other sector.”
by related tourism stocks There is an interesting stock: the airport group is AOT. Next is the airline. Including the hotel business and domestic consumption Personally, I like groups related to hotels. and domestic consumption the most because these 2 groups rarely have problems with supply And when tourists come, you can still sell rooms directly. Including eating directly.
while the airline Even though tourists have increased, it’s true. But in some periods will the costs be worth it or not, such as the cost of oil prices? or the increased cost of opening a new airline, although the AOT side may benefit from the increased number of tourists. But if you follow the news recently, you will find that There still needs to be improvements to the original airport. and build an airport These things may put pressure on the bottom line to not be as good as the top line.
In this regard, “Krungthep Turakij” has surveyed stocks in the tourism sector and found that since the beginning of the year Most of them continued to increase. Especially AAV stocks The price since the beginning of the year increased the most by 22.61%, while ERW ranks last in the group. Price since the beginning of the year -11.62%
1. Asia Aviation Public Company Limited or AAV
- Price since the beginning of the year +22.61%
- Price during 2 months +23.23%
- Price for 5 days +6.09%
2. S Hotels and Resorts Public Company Limited or SHR
- Price since the beginning of the year +20.35%
- Price during 2 months +13.33%
- Price for 5 days +7.09%
3. Minor International Public Company Limited or MINT
- Price since the beginning of the year +13.56%
- Price during 2 months +24.07%
- Price for 5 days +4.69%
4. Airports of Thailand Public Company Limited or AOT
- Price since the beginning of the year +11.30%
- Price during 2 months +11.30%
- 5 day price +2.31%
5. Asset World Corp Public Company Limited or AWC
- Price since the beginning of the year +9.55%
- Price during 2 months +12.07%
- 5 day price +3.17%
6.Veranda Resort Public Company Limited or VRANDA
- Price since the beginning of the year +5.42%
- Price during 2 months -0.94%
- 5 day price +5.42%
7.Bangkok Airways Public Company Limited or BA
- Price since the beginning of the year +3.82%
- Price during 2 months +13.99%
- 5 day price +3.82%
8. Dusit Thani Public Company Limited or DUSIT
- Price since the beginning of the year +2.89%
- Price during 2 months +20.27%
- 5 day price +1.71%
9.Central Plaza Hotel Public Company Limited or CENTEL
- Price since the beginning of the year -%
- Price during 2 months +1.74%
- 5 day price +2.34%
10.The Erawan Group Public Company Limited or ERW
- Price since the beginning of the year -11.62%
- Price during 2 months -9.90%
- 5 day price -1.28%
2024-03-17 09:13:01
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