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QuestionsCategory: Business QuadrantAirport business by listed comapnies
Ang Henry asked 4 years ago

Hi Vic/Rusmin,
What are your thoughts investing in such companies excluding SATS, and what are the factors we need to look out for?

2 Answers
Victor Chng answered 4 years ago

Hi Henry,
Your question are quite general in nature. There are a lot of airport business that are listed most of them are rather performing well. The important things is to focus on the market leader in that particular country and the possible change in regulation that may affect them.

Ang Henry replied 4 years ago

I believe since they are service based companies, do I need to factor into cash conversation cycle in the analysis? As for the valuation is P/E and P/CF sufficient?

Victor Chng replied 4 years ago

I think generally they CCC should be good already. Yes you are right, just use PE or PCF

Tricia Soh answered 4 months ago

Is SATS worth considering now?

Victor Chng replied 4 months ago

Hi Tricia,

It depends on your valuation of them. What is your current intrinsic value of SATS?