Meituan-Dianping: Cleaning up Q2 Results Reveals Lackluster Operating Leverage, Other Challenges
Meituan-Dianping's headline Q2 numbers (out Friday August 21st) looked good, with reported Operating Profit rising 96% YoY on Covid19-hit Revenue...
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Shanghai International Airport (600009 CH): Reacceleration of Traffic Pace in Jul
After a moderation of momentum in Jun, traffic recovery at Shanghai International Airport Co, Ltd. (600009 CH) has re-gathered strength in Jul. The...
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Chinese Travel: Latest Domestic Activity & Load Factor Data Suggest Stalled Recovery
Over the last few months, Chinese airlines and China's Ministry of Transport have all reported a strong, steady improvement in domestic air travel...
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Huazhu Group Q1 2020 Results, Finally! No Surprises in Q1 but Q2 Looks Unexciting
After the close of the US session on Tuesday June 30 Huazhu Group (HTHT US) finally reported Q1 2020 earnings results, a full five weeks later than...
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TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
368 Views