TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
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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...
291 Views
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...
282 Views
Cathay Pacific's Government Stop Gap
This was inevitable. After Singapore Airlines (SIA SP) announced on the 26 March it was seeking to raise S$5.3bn via a renounceable rights issue...
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