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Shangri-La Asia (69 HK)
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86
Analysis
Consumer Discretionary
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Hong Kong
Shangri-La Asia Limited, through its subsidiaries, owns and operates hotels, and provides management and related services. The Company also leases offices, commercial, residential and exhibition hall space.
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bullish
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Huazhu Group
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28 Apr 2020 04:04
Chinese Domestic Tourism Demand to Recover Ahead of Outbound Travel, Boosting Huazhu Group (HTHT:US)
Although Chinese travel demand was decimated in Q1 2020, we believe there is already a gradual recovery underway, led by a resumption in domestic...
Tracking Traffic
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361 Views
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bullish
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Trip.com
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01 Apr 2020 08:54
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
Tracking Traffic
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346 Views
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bearish
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Trip.com
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19 Mar 2020 23:22
Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
Thomas J. Monaco
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bearish
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Trip.com
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10 Mar 2020 23:37
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
Thomas J. Monaco
357 Views
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bearish
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Trip.com
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02 Mar 2020 08:19
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
Daniel Hellberg
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280 Views
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