StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
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TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
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China Southern Airlines (1055 HK): Better Fortunes than Air China (753 HK)
We believe the FY19 results of China Southern Airlines (1055 HK) and Air China Ltd (H) (753 HK) are supportive to our pair trade idea as laid out...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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China Southern Airlines (1055 HK): Most Benefited from Government Supportive Measures
Yesterday, the Civil Aviation Administration of China announced 16 supportive measures for the aviation industry in China, covering both the...
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