Smartkarma Originals
TRACKING TRAFFIC’s Travel Tracker Dashboard
We are launching a new monthly product designed to track regional tourism activity, with an emphasis on Chinese tourism. The objectives of this...
592 Views
Chinese Domestic Tourism Demand to Recover Ahead of Outbound Travel, Boosting Huazhu Group (HTHT:US)
Although Chinese travel demand was decimated in Q1 2020, we believe there is already a gradual recovery underway, led by a resumption in domestic...
361 Views
Chinese Airlines and Airports: March Traffic Showed Stark Differentiation
The Mar traffic figures for Chinese airlines and airports are showing light at the end of the tunnel, with solid MoM improvement recorded across...
285 Views
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
346 Views
China Southern Airlines (1055 HK): Better Fortunes than Air China (753 HK)
We believe the FY19 results of China Southern Airlines (1055 HK) and Air China Ltd (H) (753 HK) are supportive to our pair trade idea as laid out...
326 Views