Monthly Chinese Tourism Tracker | Outbound Recovery Expands | Domestic Solid Too | (June 2024)
May outbound Chinese travel demand was strong, apparently driven by tourists shifting flying outside the Asian region. Domestic demand growth also...
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Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
244 Views
Trip.com Q124 Review: Solid Top-Line Growth | Progress on Margins | BUY Below US$50
Trip.com's Q124 earnings results showed solid top-ine growth and strong core margin improvement. We believe the company's ADSs are attractive below...
386 Views
Monthly Chinese Tourism Tracker | Outbound Grinds Forward | Domestic Weakness Not New | (May 2024)
Outbound Chinese travel demand continued its recovery in April. Chinese travel-linked shares have pulled back over concerns about hotel and air...
1.1k Views
TBO Tek Pre-IPO - Refiling Updates & Peer Comparison
TBO Tek (0395045D IN) is looking to raise approximately US$200m in its upcoming India IPO. In this note, we talk about its refiling updates and...
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