Air China (753 HK): Thoughts on Cathay Pacific's (293 HK) Massive Re-Capitalisation Proposal
We believe both Cathay Pacific Airways (293 HK) (CX) and Air China Ltd (H) (753 HK) will benefit from CX's re-capitalisation plan with the...
365 Views
Guangzhou Baiyun Intl Airport (600004 CH): A Strong Show in Last Month
Guangzhou Baiyun International Airport (600004 CH) reported a 38.8% and 58.2% YoY drop in aircraft movement and passenger throughput in May,...
262 Views
Chinese Airlines and Airports: Ban on Flying US No Big Deal
We do not see the ban by the US Department of Transportation on Chinese airlines servicing the US will have a material impact on them. In Apr,...
343 Views
China Intl Travel Service (601888 CH): Excellent Exposure to Hainan Free Trade Port Policies
We believe China Int'L Travel Service (601888 CH) is in an excellent position to benefit from the "Master Plan of the development of Hainan Free...
389 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Travel Grinds to a Halt, Domestic Travel Keeps Rising
Outbound Chinese travel activity ground to a halt in April. Total Chinese arrivals in the seven regional destinations we track fell by 99.6% YoY...
292 Views