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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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Thematic (Sector/Industry)
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18 Jan 2021 08:39
Chinese Airlines: Domestic Market Gets a Little Challenging in the Near Term, How to Play It?
Slowed domestic air traffic in Dec and rise in local COVID-19 cases mean more challenging environment in the next two months. "Long Air China,...
Osbert Tang, CFA
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252 Views
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bullish
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Air China Ltd (H)
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07 Jan 2021 09:30
TRACKING TRAFFIC/Pair Trades Update: 'Want to See a Dead Body?' (January 7 2021)
One month in, our three suggested pair trades have generated returns ranging from "meh" to "You're fired!" In this note we take a look at what went...
Tracking Traffic
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374 Views
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bullish
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Guangzhou Baiyun International Airport
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06 Jan 2021 08:30
Guangzhou Baiyun Intl Airport (600004 CH): Concluding 2020 with a Sweet Note
Ending 2020 with good traffic in Dec, we expect a favourable traffic comparison base in 1Q21 than its peers. Its location also means that it will...
Osbert Tang, CFA
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291 Views
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bearish
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Trip.com
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04 Jan 2021 09:25
TRACKING TRAFFIC/Chinese Tourism: Domestic Recovery Lost Steam in November
It appears the nascent recovery in Chinese domestic tourism activity began to stall in November. Outbound travel activity remains dormant, and even...
Tracking Traffic
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281 Views
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bearish
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Trip.com
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29 Dec 2020 08:55
Dreams Deferred: Looks Like Lunar New Year Travel Demand May Be Lost
We now believe there is a better than even chance that much of the Chinese travel demand normally associated with LNY will be lost in 2021.
Tracking Traffic
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581 Views
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