Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
333 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
Shanghai International Airport (600009 CH): Best of the Breed
We regard Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) as the best airport play in China when compared with its peers like Beijing...
387 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