Monthly Chinese Tourism Tracker | Recovery Still Sluggish | Trip.com as Value Name | (November 2023)
October outbound demand increased vs September but remains below pre-pandemic levels. We've long viewed Trip.com negatively as a growth stock, but...
413 Views
China to Provide Visa-Free for Six Countries - Why and The (Possible) Impact
China is opening visa-free entry for more countries, aiming to improve its global image and become a preferred aviation hub in North Asia. Could...
404 Views
Cirrus Aircraft Pre-IPO - PHIP Updates - Increased Customer Demand Continues to Drive Growth
Cirrus Aircraft (0153126D US) is looking to raise up to US$200m in its upcoming HK IPO. We had covered the company’s performance in our earlier...
330 Views
Ohayo Japan | Mixed Messages; JAL Invests in Sustainable Flight
Overseas: SPX (+0.1%), Nasdaq (+0.1%); Third consecutive week of gains; Mixed messaging out of Fed; AMAT under investigation for China export...
326 Views
Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows Should Help
INCJ aims to raise around US$1.8bn via a secondary sell-down in Renesas Electronics (6723 JP). This will be a clean-up trade as INCJ has been...
789 Views