June Airline Data Provide More Signs of Underwhelming Chinese Demand for International Air Travel
June operating data from the three leading Chinese airlines were mixed, but still point to relatively strong Domestic air travel demand and...
173 Views
Chinese Outbound Tourism May Data
Outbound Flight Passengers Up 3% YoY in May: SK Down 54%, Macau Up 37%Stocks Mentioned: Ctrip.com International (ADR) (CTRP US), Amorepacific Group...
253 Views
The Week that Was in Greater China@SmartKarma – Wisdom, Air China, Ctrip, Tesla and Renesas
This is the 3rd report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan from...
357 Views
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)...
196 Views
Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
213 Views