Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery
China is hopeful of being the first market to recover its travel industry post the pandemic. Therefore, we are interested in scanning the industry...
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Shanghai International Airport (600009 CH): Best in Domestic and Cargo Traffic in Aug
The domestic traffic of Shanghai International Airport (600009 CH)
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Chinese Airlines: Big Three Aug Passenger Traffic up 18% MoM
As expected, riding on the summer vacation demand, the Big Three Chinese airlines reported impro
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China Southern Airlines (1055 HK): Mixed Reform at Airfreight Logistics Is A Value Added Move
In our view, China Southern Airlines (1055 HK) will benefit from the mixed reform that it initiated on
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TRACKING TRAFFIC's Travel Tracker Dashboard (September 11): Room Rates Up, But Air Activity Stalled
After a hiatus, we have updated our Travel Tracker to reflect activity through September 11th.
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