บทวิเคราะห์ (Research)

We view Neutral. The tourist numbers for week 42/4 was flat w-w at 0.58 million people by seasonally. For the next week, we expect the tourists number to recover w-w from the long-haul market entry into the tourist season, while oil price (Jet Fuel) decreased by -5% w-w positive for airline business, and Thai baht weakened by +0.57 baht w-w, relieving pressure on travel to Thailand. We maintain Bullish for the aviation sector and still choose BA and AOT as the Top pick.