Air China H1 Result Shows Progress on Cost-Cutting, OP up 20% Y/Y; Negative Read-Through for Ctrip
Air China Ltd (H) (753 HK) H1 results (out late in the day on August 30th) showed continued success in cost-cutting, specifically efforts to reduce...
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Weekly China Property Data For August Points At Further Gradual Slowdown In National Sales Growth
The weekly data from SouFun-CREIS survey on new home sales in 35 major cities for the four weeks August 1 - 28 (Weeks 32-35) shows a further,...
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Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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China Property: Further Deceleration in Volume Growth But Prices Keep Rising (Official July Data)
Growth in Gross Floor Area (GFA) sales volumes for new home sales in China in July decelerated further to 26.6% on a year-to-date year-on-year...
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