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China Southern Airlines (1055 HK)
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China
China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world. The Company also provides other airline related services including aircraft maintenance and air catering.
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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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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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bullish
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Travelsky Technology Ltd H
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23 Dec 2020 10:08
Travelsky (696): Muted Impact from New Virus
Travelsky Technology Ltd H (696 HK) is comparable to an ETF for investors who want to get exposure to the air travel recovery in China without...
Henry Soediarko
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611 Views
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