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Cathay Pacific Airways (293 HK)
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341
Analysis
Industrials
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Hong Kong
Cathay Pacific Airways Limited operates scheduled airline services. The Company also provides related services, including airline catering, aircraft handling, and engineering.
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bullish
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Air China Ltd (H)
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22 Nov 2023 08:00
2024 High Conviction: Air China (753 HK) - What Comes Down Must Go Up
Air China will have a solid ROE recovery and an inexpensive P/B in 2024. It will benefit from lower US rate and Rmb appreciation. Meanwhile,...
Osbert Tang, CFA
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447 Views
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bearish
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Trip.com
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21 Nov 2023 15:13
Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses | But Not a Game-Changer
Trip.com reported Q323 results that featured strong top-line growth, sharp Y/Y improvement in margins, and progress on cost control. But its Q323...
Tracking Traffic
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483 Views
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bearish
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Trip.com
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31 Oct 2023 07:28
Monthly Chinese Tourism Tracker | Tourism Recovery Derailed By Normal Seasonality | (October 2023)
Outbound tourism activity in September declined vs August, in some cases down to levels seen in Q2. Domestic activity also disappointed, and we see...
Tracking Traffic
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368 Views
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bearish
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Singapore Airlines
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26 Oct 2023 09:48
SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake
Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon.
Sumeet Singh
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548 Views
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bullish
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Cross Asset Strategy
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12 Oct 2023 10:31
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Syndicated
CX Daily: Exclusive Interview: Lou Jiwei on Tackling a Greying China
Lou Jiwei /: Exclusive Interview: Lou Jiwei on tackling a greying China Corruption /: Trending in China: ‘Lenient’ punishment of corrupt retired...
Caixin Global
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