How Much Do Rising Oil Prices Affect Aviation and Hotel Stocks?

CommodityMacro
โดย HoonVision·TH·Read original
Summary · why it matters

Asia Plus Securities stated that the renewed tensions between the US and Iran have pushed Brent crude to 95 USD per barrel, approaching the tactical trigger level of 100 USD per barrel, which could impact travel costs. Tourism-related stocks corrected by around 2-4% yesterday, more than the SET index which fell 0.4%, reflecting that some negative factors have already been priced in. The research department assesses that airlines will be most affected by jet fuel price volatility, followed by AOT due to travel volumes. The hotel group's impact is limited due to diversified portfolios. Although sentiment remains negative, AOT's and hotel groups' normal profits in the second quarter of 2025 are still expanding year-on-year, reflecting resilience. If prices pull back, it could be an opportunity to accumulate, with a preference for CENTEL and AOT. They also recommend a barbell strategy between dividend stocks such as KTB, KBANK, BBL and reopening stocks.

Impact on stocks 6

Financials▲ · 3 stocks
Industrials▼ · 1 stocks
Airports Of Thailand PCL
AOT
▼ NegativeSupplyrelevance

Rising Brent crude on US-Iran tensions raises jet fuel costs, and AOT is flagged as the second-most affected by travel-cost pressure.

Consumer Discretionary▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks
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