Air China (753 HK): Further Evidences of Improving Against China Southern (1055 HK)
Air China looks to have reduced its gap against China Southern in many operating metrics in Mar, supporting our argument for reversal of share...
351 Views
Asia Short Interest: Cathay, PSBC, BYD, CNOOC, Bandai Namco, Anritsu, Celltrion, HLB, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
324 Views
Chinese Airlines: Initial FY20 Results Suggest Tough Market Has Already Begun
Chinese airlines posted weak 4Q20 result ranges and this is expected to put near-term pressure on share prices. However, we believe Air China is in...
178 Views
Last Week in Event SPACE: Toshiba, Cathay, OFAC's Walk Back, Trad Chi Med, Enplas, Car, Japan Asia
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
313 Views
Cathay Pacific (293 HK): Back To Terminal
Vaccine rollout and a hard turnaround in global tourism/air travel appear highly optimistic. I think Cathay has further to fall from here.
366 Views