TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
362 Views
Lessons for Global OTAs: Trip.com Customer Satisfaction Just Soared to All-Time High Amidst Crisis
Trip.com's customer satisfaction just hit an all-time high as travel agencies around the world struggle from the COVID-19 outbreak. We believe the...
397 Views
Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
313 Views
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
286 Views
Tongcheng-Elong Jumps 7.5% as COVID-19 Fears Subside; Maintain HK$21.8 TP (~80% Upside)
Tongcheng-Elong (780:HK) jumped 7.5% yesterday as market fears regarding COVID-19 begin to subside. While we believe there could still be a far...
392 Views