Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
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Trip.com Q124 Review: Solid Top-Line Growth | Progress on Margins | BUY Below US$50
Trip.com's Q124 earnings results showed solid top-ine growth and strong core margin improvement. We believe the company's ADSs are attractive below...
386 Views
Monthly Chinese Tourism Tracker | Outbound Grinds Forward | Domestic Weakness Not New | (May 2024)
Outbound Chinese travel demand continued its recovery in April. Chinese travel-linked shares have pulled back over concerns about hotel and air...
1.1k Views
TBO Tek Pre-IPO - Refiling Updates & Peer Comparison
TBO Tek (0395045D IN) is looking to raise approximately US$200m in its upcoming India IPO. In this note, we talk about its refiling updates and...
265 Views
Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag
The recovery in Chinese outbound tourism demand continued in March, but certain data suggest the pace of growth for some regional destinations is...
301 Views