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...
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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)...
187 Views
The Week that Was in Greater China@SmartKarma – Belt Road, Beef and Better Domestic Figures
This is the inaugural report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan...
209 Views
Dramatic Changes in Chinese Travel & Tourism Flows YTD 2017; What Are the Causes, Implications?
OverviewChinese travel and tourism activity has grown strongly in recent years on the back of rising private consumption. But it appears that last...
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Q1 Results from China's 'Big 3' Airlines: Air China Wins the Quarter on Yields, Cost Control
Late last week all three of China's state-owned airlines reported summary Q1 earnings results, and all three reported lower profits, likely due to...
144 Views