Shangri-La Asia (69 HK): Not yet Fully Reflected China's Comeback
Shangri-la Asia is an excellent play on recovery of China, where 55% of rooms are located. Its overseas assets will gain from surge in outbound...
China Strategy: It Is the Foreign Exchange Impact, Stupid!
Shenzhen Intl, ENN Energy, Shenzhen Expressway and Kunlun Energy are the key beneficiaries of the reverse in Rmb/USD depreciation trend in FY23,...
Air China (753 HK): Set to Accelerate
Resumptions of visa issuance and outbound international group travels, removal of pre-flight negative PCR tests and recovery of visitors to HK all...
Northbound Flows (Mar 1st): Longi Green Energy Technology
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Longi Green Energy Technology.
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