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China Eastern Airlines (670 HK)
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397
Analysis
Industrials
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China
China Eastern Airlines Corporation Limited, together with its subsidiaries, operates in the civil aviation industry. It offers passenger, cargo, mail delivery, ground, cargo handling, and other extended transportation services.
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bearish
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China Southern Airlines
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10 Nov 2021 08:50
China Southern Airlines (1055 HK): Is There More Room to Go?
Recent rally seems to be more than enough to reflect on the latest news of COVID-19 drug development, collection of fuel surcharges and potential...
Osbert Tang, CFA
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187 Views
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bullish
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Shanghai International Airport
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25 Oct 2021 08:50
Shanghai International Airport (600009 CH): We Shouldn't Be Too Bearish
Distorting factors have made Shanghai International Airport's 3Q21 result weak on YoY and QoQ. However, a deep look showed that it is performing...
Osbert Tang, CFA
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123 Views
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bearish
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Thematic (Sector/Industry)
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16 Sep 2021 08:39
Chinese Airlines: Cruising Within Sustained Turbulence
After a devastating Aug, Sep will still be clouded by recent cases in Fujian. We think Long Air China, short CSA strategy should capture CSA's...
Osbert Tang, CFA
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154 Views
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bearish
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Guangzhou Baiyun International Airport
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09 Aug 2021 08:47
Guangzhou Baiyun Intl Airport (600004 CH): Still Uneasy Time
GBIA's traffic recovery will stay uneasy given the high daily local new COVID-19 cases. We have seen scheduled Shanghai-Guangzhou flights being cut...
Osbert Tang, CFA
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149 Views
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bullish
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Travelsky Technology Ltd H
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06 Aug 2021 13:34
Travelsky (696): Maintain Positive Stand
An optimistic view that with the higher vaccination rates in China and is working effectively against the current and future variant, air travel...
Henry Soediarko
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355 Views
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