Quote Originally Posted by Beagle View Post
Regulatory risk for AIA. Airlines industry group are currently bleating louder than lambs lost from their mothers about AIA's excess monopolistic return on investments. Growth has slowed lately but the PE is still very high.
The reason I favour SKC over AIA (comparable because they are both plugged into the tourism sector) is that with the former, the next decade's capital expenditure is either done or at least underway and budgeted for. Who knows how much the new terminals and second runway at AIA will end up costing?

SNOOPY