Chinese Airlines and Airports: Impact of Beijing Outbreak Seems to Have Bottomed
We see the negative impact of the COVID-19 outbreak at Beijing due to the Xinfadi market has been bottoming out. Key scheduled flights to Beijing...
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AOT: Still a Valid Proxy for Tourism?
If the country were to change its target to the wealthy clients then the question is whether Airports of Thailand (AOT TB) going to be a good proxy...
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Airport of Thailand (AOT): No Sign of Improvement Yet
Airports of Thailand (AOT TB) share price has rallied post the initial sell-off in the back of COVID-19 yet the key revenue driver, tourists'...
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Shanghai International Airport (600009 CH): Strength in May and More Positive Factors Beyond
Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) sustained good traffic pickup in May with decline in aircraft movement narrowed to 45.1%...
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Chinese Airlines: The Strong Show for China Southern Continues
With the May air traffic for the Chinese airlines out, we are staying confident on the outlook for China Southern Airlines (1055 HK). CSA has...
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