Chinese Airlines: Pair Trade - Long China Southern (1055 HK), Short Air China (753 HK)
We advocate a pair trade of long China Southern Airlines (1055 HK), short Air China Ltd (H) (753 HK) based on three thesis: 1.) Air China's high...
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TRACKING TRAFFIC/Chinese Tourism: December Travel Demand Weak (Pre-Corona Virus)
Data from December 2019 suggest that Chinese outbound and domestic tourism activity was weak even before a corona virus outbreak led to dramatic...
351 Views
HK - Shorts in the Time of Coronavirus
We take a look at the latest SFC data released Tuesday evening on short position reporting in Hong Kong for the week ended 24 January...
355 Views
HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
390 Views
Six Signs Show Chinese Travel Activity & Tourist Spending Both Remain Sluggish
There is growing evidence that Chinese tourism activity remains sluggish and that both outbound and domestic Chinese tourists are spending more...
386 Views