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China Southern Airlines (1055 HK)
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Industrials
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China
China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world. The Company also provides other airline related services including aircraft maintenance and air catering.
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bullish
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Thematic (Sector/Industry)
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18 May 2020 07:07
Chinese Airlines: Encouraging Traffic And (More Importantly) Yield Uptick in May After a Solid Apr
Strong domestic passenger traffic in Apr has extended into May and more importantly, yield uptick looks very solid. Total passenger traffic for...
Osbert Tang, CFA
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95 Views
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bullish
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Thematic (Sector/Industry)
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11 May 2020 08:44
China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
Osbert Tang, CFA
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204 Views
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bullish
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Trip.com
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08 May 2020 07:11
TRACKING TRAFFIC/Chinese Tourism: March Data Review & Initial Numbers from Labor Day Weekend
We recently launched Tracking Traffic's Travel Tracker Dashboard to monitor weekly airport and hotel traffic in China and around the region. In...
Tracking Traffic
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316 Views
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bullish
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Thematic (Sector/Industry)
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07 May 2020 08:51
Tracking China Recovery Through Golden Week: How Is the Recovery?
Based on official and our on-ground observations, the tourism industry in China has clearly staged a recovery during the Labour Day Golden Week....
Osbert Tang, CFA
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319 Views
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bullish
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Thematic (Sector/Industry)
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04 May 2020 09:18
Chinese Airlines: Our Read Beyond the 1Q20 Headline Losses
Although China Southern Airlines (1055 HK) reported the steepest loss amongst the Chinese airlines in 1Q20, this is primarily due to its status as...
Osbert Tang, CFA
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221 Views
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