Ann: FY24 Results Presentation, page-13

Speaking of Aristo risks... unfortunately, Typhoon Yagi has ravaged northern Vietnam - including the Lao Cai region, where Aristo is.

It has probably contributed to the recent weakness of the SP & condolences to the victims.

It's not looking good for this quarter and doesn't bode well for the next one, as I suspect tourism will be depressed for a while.

Not to mention Sapa's airport progress...

Hopefully, no news from the company is 'good' news (or the best it can be given the circumstances)

This company really can't catch a break!