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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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Trip.com
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02 Nov 2020 10:04
TRACKING TRAFFIC/Chinese Tourism: Outbound: Comatose | Domestic: Fewer, Shorter Trips = New Normal?
September numbers show almost non-existent outbound travel but a continued gradual recovery in domestic travel demand. Shorter average domestic air...
Tracking Traffic
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259 Views
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bullish
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Shanghai International Airport
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02 Nov 2020 09:10
Shanghai International Airport (600009 CH): Narrowing Loss in 3Q20
Shanghai Intl Airport narrowed its loss by 24.6% QoQ to Rmb352m in 3Q20. We like its exposure to the growth in cargo and recovery international...
Osbert Tang, CFA
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221 Views
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bullish
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China Southern Airlines
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02 Nov 2020 08:46
China Southern Airlines (1055 HK): Profit, Profit, Profit in 3Q20
CSA is the only of the Big Three to record a profit in 3Q20, thanks to its domestic exposure, good cost management and exchange gain from Rmb/USD...
Osbert Tang, CFA
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254 Views
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bullish
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Quantitative Analysis
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01 Nov 2020 14:52
Quiddity Weekly H/A: Share Spread Monitor 30 Oct 2020
The H-Share/A-Share monitor is published every weekend for the previous week showing the 1wk and 4wk moves in H/A spreads and southbound activity....
Travis Lundy
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188 Views
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bearish
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Thematic (Sector/Industry)
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22 Oct 2020 11:10
Is Chinese Tourism Really a 'Growth' Industry?
The effects of the Covid19 pandemic aside, we believe strong (10%+) growth in underlying Chinese tourism demand is becoming more elusive.
Tracking Traffic
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211 Views
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