Cfm9566

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Joined Jul 2021

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柬埔寨航空业客运量今年预计达750万人次
https://www.jianhuadaily.com/20250313/283249
2 days · translate
今年1月份,通过航空入境柬埔寨的游客达24.5万人次,同比增长18.8%。其中,从金边机场入境的游客为15.7万人次,同比增长18%;暹粒机场为8.3万人次,同比增长16%;西港机场为4294人次,同比猛增267%。

https://cc-times.com/posts/27640
4 days · translate
What to expect in upcoming result:

1) Cambodia airport traffic still in strong growth momentum
-ytd (Jan&Feb) the flights number even higher than 24Q4 (+14% q-q or +25% y-y)

2) Favco success to delivered the largest hammerhead craneK10000 to Samsung shipyard early this year

3) Saudi’s Neom city projects to award soon

4) Petronas’s latest activity outlook show 22 offshore fabrication jobs to award in coming 3 years
1 week · translate
Airport annual contributed > 100m profit !!
Dividend received from there around 77m !!

Year to date (Jan&Feb) the airport traffic even higher than 24Q4 base on data released !!

What a super business~
The only one left Airport counter in Bursa now !!
2 weeks · translate
Forecast 24Q4 result:

Concession segment expect to contribute 35mil (airport + road maintenance)

Crane segment contributed PBT 52mil (Favco’s Q4 result)

Now we have 87mil PBT as buffer~
The rest depends on construction segment !!

Either achieve highest quarter profit since MCO or sohxx impairment again ~ god bless !
2 weeks · translate
Cambodia airports’s traffic (Phnom Penh + Sihanoukville) - OFFICIAL DATA

2025
By Passengers numbers
2025 Jan: + 25% y-y
By Commercial movements
2025 Jan: + 23% y-y

2024
By Passengers numbers (+20% compare 2023):
24Q1: 1.181 million
24Q2: 1.136 million
24Q3: 1.194 million
24Q4: 1.328 million

By Commercial movements (+12% compare 2023):
24Q1: 10,391
24Q2: 10,544
24Q3: 10,724
24Q4: 11,438
3 weeks · translate
Without impairment or one off items, Favco result should fine.

Masterpack jz a small investment~ no direct impact to p&l
3 weeks · translate
Dont think so~
airport traffic superb + recover of forex loss ! Unless there is another huge impairment again
3 weeks · translate
This week even higher as 467 arrival flights at PhnomPenh airport.. probably CNY effect
1 month · translate
Raise to 442 arrival flights this week at PP airport (13th - 19th Jan)
1 month · translate
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