Smart Calls with Smartkarma | Asian Terminals Unpacked: Growth Drivers and Market Outlook

Consistent 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 ATI

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Read the full Insight - https://skr.ma/oH8fD

Sameer Taneja - http://on.skr.ma/4m2aqMY

Asian Terminals - http://on.skr.ma/44TZkUN

International Container Terminal Services, Inc. - http://on.skr.ma/4kYISHr

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