First Cut on Ctrip.com Q2 Results: Margins Remain Under Pressure
After the close in New York on Wednesday August 31st, Ctrip.com International (ADR) (CTRP US) and its affiliate Qunar Cayman Islands Ltd (QUNR...
203 Views
Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
178 Views
Air China H1 Result Shows Progress on Cost-Cutting, OP up 20% Y/Y; Negative Read-Through for Ctrip
Air China Ltd (H) (753 HK) H1 results (out late in the day on August 30th) showed continued success in cost-cutting, specifically efforts to reduce...
181 Views
Container Shipping - Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
174 Views
Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
181 Views