Mandarin Oriental (MAND SP): Life Is Suite
Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...
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TRACKING TRAFFIC's Travel Tracker Dashboard (October 2): Air Activity Improves | Room Rates Stagnate
what happened of note? air activity in china and elsewhere hotel room rates conclusions
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Jinmao Hotels (6139 HK) In The Cross Hairs
After gaining ~40% in the three trading days to close last week, Jinmao Hotel & Jinmao (China) Hotel Investments and Management Limited (6139...
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TRACKING TRAFFIC/Chinese Tourism: Outbound Bounces | Domestic Firms | Fosun IPO, Visas, Hawaii
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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Fosun Tourism IPO, Part 2: Valuation Reasonable, But Story Remains Unexciting
In our first note on Fosun Tourism (1638664D HK)'s planned Hong Kong IPO from a few months ago, we concluded that the resort developer-operator...
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