Chinese Airlines: Jul Traffic Reflects Good Summer Strengths
On the back of good summer demand, overall domestic passenger traffic for the Big Three Chinese airlines has recovered to 73% of the level in Jul...
223 Views
Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
430 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
565 Views
Cathay Rights Results And Excess
In early June 2020, after other airlines had recapitalised themselves (Singapore Air, etc), gone bankrupt (Thai International Air), or gotten...
321 Views
StubWorld: JCNC Now Even Cheaper
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP) was trading cheap on a NAV and stub basis this time last month (StubWorld:...
580 Views