Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
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The Week that Was in Greater China@SmartKarma – Belt Road, Beef and Better Domestic Figures
This is the inaugural report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan...
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Dramatic Changes in Chinese Travel & Tourism Flows YTD 2017; What Are the Causes, Implications?
OverviewChinese travel and tourism activity has grown strongly in recent years on the back of rising private consumption. But it appears that last...
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Q1 Results from China's 'Big 3' Airlines: Air China Wins the Quarter on Yields, Cost Control
Late last week all three of China's state-owned airlines reported summary Q1 earnings results, and all three reported lower profits, likely due to...
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10 Things We Hate About Ctrip.com (As an Investment)
Late Wednesday morning in New York Ctrip.com International (ADR) (CTRP US) was hit by news stories suggesting that certain of its sales practices...
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