China Southern Airlines (1055 HK): Mixed Reform at Airfreight Logistics Is A Value Added Move
In our view, China Southern Airlines (1055 HK) will benefit from the mixed reform that it initiated on
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Chinese Airlines: The Key Plays on Rmb Appreciation, with China Southern Being the Best
In our view, the question will be whether CSA will make a profit in 3Q20
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Guangzhou Baiyun Intl Airport (60004 CH): Finally, in Aug, YoY Growth...
In Aug, Guangzhou Baiyun International Airport (600004 CH) recorded the first YoY growth in domestic aircraft with an 8.8% YoY increase. This is an...
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TRACKING TRAFFIC/Chinese Tourism: Outbound Still Stagnant | Domestic Rebound Suggests Wary Consumer
Chinese outbound travel remained stagnant in July. We will watch closely to see if relaxed travel restrictions in a few markets result in a surge...
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Chinese Airlines: China Southern the Clear Winner in 1H20 - A Must Read Comparison on the Big Three
While the aggregate losses of the Big Three Chinese airlines have reduced by Rmb1.8bn QoQ in 2Q20, China Southern Airlines (1055 HK) is the only...
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