Guangzhou Baiyun Intl Airport (600004 CH): A Strong Show in Last Month
Guangzhou Baiyun International Airport (600004 CH) reported a 38.8% and 58.2% YoY drop in aircraft movement and passenger throughput in May,...
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Chinese Airlines and Airports: Ban on Flying US No Big Deal
We do not see the ban by the US Department of Transportation on Chinese airlines servicing the US will have a material impact on them. In Apr,...
343 Views
China Intl Travel Service (601888 CH): Excellent Exposure to Hainan Free Trade Port Policies
We believe China Int'L Travel Service (601888 CH) is in an excellent position to benefit from the "Master Plan of the development of Hainan Free...
389 Views
Chinese Airlines: ACCELERATED Recovery in May - Average Daily Traffic up 49% MoM
The pace of recovery in the passenger traffic on Chinese airlines has ACCELERATED in May, reflecting very positive traffic performance MoM. Average...
268 Views
Chinese Airlines Vs. Airports: Three Pair Trades Under Rmb Depreciation
Chinese airlines have significant exposure to the Rmb depreciation, as USD debt accounting for between 28-43% of their total outstanding...
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