Chinese Airlines: Encouraging Traffic And (More Importantly) Yield Uptick in May After a Solid Apr
Strong domestic passenger traffic in Apr has extended into May and more importantly, yield uptick looks very solid. Total passenger traffic for...
110 Views
Last Week in Event SPACE: Sing Air, Swire/Cathay, Evergrande, Crown Resorts, Capitaland REIT, Leyou
Last Week in Event SPACE ... Singapore Airlines (SIA SP) is now trading ex-rights. You probably should tilt bullish the rights vs their...
402 Views
TRACKING TRAFFIC/Chinese Tourism: March Data Review & Initial Numbers from Labor Day Weekend
We recently launched Tracking Traffic's Travel Tracker Dashboard to monitor weekly airport and hotel traffic in China and around the region. In...
331 Views
Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
529 Views
Chinese Airlines: Our Read Beyond the 1Q20 Headline Losses
Although China Southern Airlines (1055 HK) reported the steepest loss amongst the Chinese airlines in 1Q20, this is primarily due to its status as...
232 Views