Shanghai International Airport (600009 CH): Best of the Breed
We regard Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) as the best airport play in China when compared with its peers like Beijing...
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Airports of Thailand (AOT): Yet to Fall
Two of Airports Of Thailand (AOT TB) 's largest revenue contributors, passenger service charges and concession revenue, are positively correlated...
428 Views
China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
499 Views
Notes from the Silk Road: Beijing Capital Land (2868.HK)
Building momentum as catalyst approaches2018 was a year of consolidation for Beijing Capital Land (BCL) with the improvement in the project...
450 Views
In Fresh Look at BCIA, Downgrading to No Moat, Raising Uncertainty to High, Maintaining HKD 4 FVE
After transferring coverage of Beijing Capital International Airport (BCIA) (694 HK), we are downgrading our economic moat rating to none from...
469 Views