China Southern Airlines (1055 HK): Better Fortunes than Air China (753 HK)
We believe the FY19 results of China Southern Airlines (1055 HK) and Air China Ltd (H) (753 HK) are supportive to our pair trade idea as laid out...
326 Views
Singapore Air's Massive Rights Issue
This is worth having some Singapore Airlines (SIA SP) borrow. SIA is seeking to raise S$5.3bn via a renounceable rights issue and an additional...
1.1k Views
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
357 Views
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
280 Views
Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
269 Views