July 21, 2026 10:31 AM GMT ASEAN Consumer and Transportation | Asia Pacific M Idea 2Q26 Preview: Stable demand; will margins hold? Sales trends should be broadly stable, with a slight uptick in Thailand for select segments. Margins may begin to show some weakening from cost inflation (higher fuel prices) and weaker currency (Indonesia). For SIA, demand remains strong, but we expect margins to contract. SIA (EW): Resilient passenger demand and adjustments in fares should drive a notable acceleration in reven ...