HNA Group: Happy Nationalized Amnesty
Our 20-Feb flash note put our recommendation on Hna Group (HNAGRZ CH)'s SANYPH 21s under review on the Bloomberg news on 19-Feb that the Hainan...
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TRACKING TRAFFIC/Chinese Tourism: In August, Chinese Tourists Definitely Stayed Closer to Home
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
383 Views
HNA: Huge,National, & Aggressive
HNA has grown so Huge it has become a National interest, in our judgment. Its Aggressive acquisitions backed by rising leverage have raised...
921 Views
Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
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China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
589 Views