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Cardig Aero Services
#11
Bloomberg - Morgan Stanley Says Asian Airport Stocks May Be Set to Take Off-

Rising wealth, improving connectivity and social media penetration will spur spending on international air travel

https://www.bloomberg.com/news/articles/...ock-growth
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#12
Interesting company.. Good client portfolio

[Image: Clients-JAS.jpg]

low trading volume might be an issue though  Sleepy
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#13
Seems the air traffic grows across the region.. Change in consumer behavior towards travel + cheaper tickets might be the drivers

SG Changi passengers +6% YoY (driven by international flights)
https://www.channelnewsasia.com/news/sin...17-9887008

MY airport international passengers +10% YoY
http://www.theedgemarkets.com/article/ma...al-traffic

Fundamental driver is strong with this one

(vested)
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#14
This one was Baring's investment in 2011. They should have made money from this after selling chunks to SATS. Overview report below (a bit old though..)

http://www.directtrading.co.id/uploads/d...report.pdf
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#15
https://www.bloomberg.com/news/articles/...es-in-2018

fundamental is still strong - regional carriers to order more planes to cater for demand
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#16
SATS December quarter just out.

Again, profitability is driven by its associates..
http://infopub.sgx.com/FileOpen/SATS%203...eID=488916

Looking forward to CASS result!

-vested-
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