China Intl Travel Service (601888 CH): Excellent Exposure to Hainan Free Trade Port Policies
We believe China Int'L Travel Service (601888 CH) is in an excellent position to benefit from the "Master Plan of the development of Hainan Free...
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TRACKING TRAFFIC/Chinese Tourism: Outbound Travel Grinds to a Halt, Domestic Travel Keeps Rising
Outbound Chinese travel activity ground to a halt in April. Total Chinese arrivals in the seven regional destinations we track fell by 99.6% YoY...
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Chinese Airlines: ACCELERATED Recovery in May - Average Daily Traffic up 49% MoM
The pace of recovery in the passenger traffic on Chinese airlines has ACCELERATED in May, reflecting very positive traffic performance MoM. Average...
284 Views
Chinese Airlines Vs. Airports: Three Pair Trades Under Rmb Depreciation
Chinese airlines have significant exposure to the Rmb depreciation, as USD debt accounting for between 28-43% of their total outstanding...
267 Views
KLCI Rebalance Preview - Telekom Expecting a Call
The Kuala Lumpur Composite Index (Klci) (FBMKLCI INDEX) is the flagship index of the Bursa Malaysia. The index has 30 stocks and is a free float...
318 Views