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Cathay Pacific Airways (293 HK)
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336
Analysis
Industrials
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Hong Kong
Cathay Pacific Airways Limited operates scheduled airline services. The Company also provides related services, including airline catering, aircraft handling, and engineering.
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bullish
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Thematic (Sector/Industry)
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22 Jan 2018 08:34
TRACKING TRAFFIC/Containers & Air Cargo: January Container Rate Hikes Unlikely to Last Past LNY
Tracking Traffic/Containers & Air Cargo is a new research product designed to be the showcase for all of our research on container shipping and...
Daniel Hellberg
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200 Views
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bullish
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Thematic (Sector/Industry)
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11 Dec 2017 13:05
Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
Daniel Hellberg
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201 Views
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bullish
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BOC Aviation
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20 Nov 2017 09:12
Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
Daniel Hellberg
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188 Views
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bullish
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Smartkarma
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15 Nov 2017 08:17
StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
David Blennerhassett
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204 Views
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bullish
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Smartkarma
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08 Nov 2017 08:09
StubWorld - Set-Up & Unwind Extremes: Renault, Kingboard
This week I briefly look at recent bifurcations in: Renault SA (RNO FP) wherein the French government reduced its stake to 15.1% from...
David Blennerhassett
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309 Views
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