Asian Terminals Unpacked: Growth Drivers and Market Outlook

Smart Calls with Smartkarma | Asian Terminals Unpacked: Growth Drivers and Market OutlookConsistent volume growth. Recent double-digit tariff hikes. A stable duopoly with International Container Terminal Services, Inc. (ICTSI).Despite this, Asian Terminals (ATI PM) trades at just 9x PE—with expectations of 30% earnings growth and a 7% dividend yield in FY25.Pranav Rao speaks with Insight Provider Sameer Taneja to unpack: • Price hikes at Manila South Harbor and Batangas Port • Margin expansion and policy tailwinds • Why the market may be mispricing ATILike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/oH8fDSameer Taneja - http://on.skr.ma/4m2aqMYAsian Terminals - http://on.skr.ma/44TZkUNInternational Container Terminal Services, Inc. - http://on.skr.ma/4kYISHrThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.