Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
295 Views
HNA Group: To Be or Not To Be (Nationalized)
Bloomberg reported on 19-Feb that the Hainan Provincial Government is under discussion to take control of Hna Group (HNAGRZ CH) (HNA) and sell-off...
511 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
297 Views
China Southern Airlines: No Right Way to Price Risk
The current disruption in the air travel within and outbound of China is unprecedented as the government has imposed lock-down to contain the...
369 Views
TRACKING TRAFFIC/Chinese Tourism: December Travel Demand Weak (Pre-Corona Virus)
Data from December 2019 suggest that Chinese outbound and domestic tourism activity was weak even before a corona virus outbreak led to dramatic...
351 Views