Thailand Reopening: Tourist Traffic Increase Beneficiaries
@Smartkarma：
Chinese zero COVID policy dampens the growth and recovery story, but the travel recovery in South East Asia in Thailand is favored as a holiday destination could be an interesting option. The reopening story in Thailand is here to stay as this insight brings some on-the-ground observation during the recent long weekend. Airports of Thailand (AOT TB) reported an increase in the number of overseas tourists arrival indicating the truthfulness of the tourism recovery in Thailand. Other beneficiaries include Bangkok Expressway and Metro (BEM TB) , Siam Wellness Group (SPA TB) , and Thai Beverage (THBEV SP) . By Henry Soediarko - https://www.smartkarma.com/profiles/henry-soediarko?utm_source=tiger_community On Thematic (Sector/Industry) - https://www.smartkarma.com/collections/thema