Transportation Thai Community
Our community narratives are driven by numbers and valuation.
Transportation Thai Investing Ideas
China's Steel Demand Will Boost Dry Bulk Shipping, But Oversupply Risks May Impact Earnings
Key Takeaways Strategic fleet upgrades and long-term charters enhance efficiency, reduce costs, and ensure steady revenue growth for Precious Shipping. Favorable supply-demand dynamics and geopolitical developments could further boost Precious Shipping's revenue and earnings potential.Read more
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AN
฿6.5
6.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
3.4% p.a.
Profit Margin
10.5%
Future PE
18.71x
Share price in 2028
฿8.59
Bangkok Urban Transit Expansion Will Create Opportunities Despite Margin Risks
Key Takeaways Urban transit expansion and digital integration are driving fare-based and ancillary revenue growth while improving operational efficiency and margins. Strategic partnerships, diversification, and asset divestments are enhancing earnings stability, liquidity, and the company's long-term financial health.Read more
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AN
฿5.17
51.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
6.46% p.a.
Profit Margin
2.89%
Future PE
184.71x
Share price in 2028
฿6.86
