Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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China's Alleged 'Ban' on Group Tours to Japan? No Sign Of It In September Data
Japan's Nikkei Asian Review reported in mid-September that Chinese authorities had ordered tour organizers in several Chinese cities to begin...
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Ctrip's Q3 Profit Boosted by Non-Core Items, Again; Q4 Guidance Suggests Organic Growth Below 20%
Ctrip.com International (ADR) (CTRP US) just released its Q3 (September) earnings results and is currently conducting a conference call to discuss...
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Hardly a Grand TOUR: Short Tuniu On Slowing Growth, Chinese Tour Bans, & Equity Dilution Risks
Chinese package tour specialist Tuniu Corp Spon Adr (TOUR US) saw the pace of its reported Total Revenue growth decline in 2016, from an incredible...
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