We recommend AST shares for the following reasons: AST is heavily exposed to aviation and tourism, both of which have positive prospects. For 2018, core business will drive AST forward. We expect the company to reach VND930bn (USD40mn, +41% YoY) in revenue, VND214bn in EBIT (USD9.3mn, +43.6% YoY) and VND168bn (USD7.3mn, +14.3% YoY) in NPAT-MI. AST’s airport and hotel services still have further room for growth thanks to the opening of sales points and a new condotel project in Ha Long.