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...
377 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...
292 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...
363 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...
343 Views
Shanghai International Airport (600009 CH): Winning All Against Beijing Airport (694 HK)
Both Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) and Beijing Capital International Airport (BCIA) (694 HK) announced FY19 results...
249 Views