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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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Shangri-La Asia
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09 Mar 2021 18:20
Shangri-La Asia (69 HK): Stay Safe
Based on the average price to book - pre-COVID - I would expect around 33% upside from here, or HK$10.80/share, where it traded as recently as May...
David Blennerhassett
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399 Views
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bearish
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Trip.com
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04 Jan 2021 09:25
TRACKING TRAFFIC/Chinese Tourism: Domestic Recovery Lost Steam in November
It appears the nascent recovery in Chinese domestic tourism activity began to stall in November. Outbound travel activity remains dormant, and even...
Tracking Traffic
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281 Views
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bearish
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Trip.com
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01 Dec 2020 08:45
TRACKING TRAFFIC/Chinese Tourism: Macau's Slog | Golden Week Fails to Shine | LNY 2021 At Risk?
Chinese travel demand remained weak in October, which included the long Golden Week holiday. Poor outbound travel demand is not a surprise at this...
Tracking Traffic
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180 Views
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bearish
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Trip.com
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25 Nov 2020 08:46
Tough Times (Still) In Chinese Tourism | Trip.com Q3 Preview | TongCheng-ELong Q3 Review
In Q3, TongCheng-ELong showed growth versus Q2, though revenue and earnings remain lower than a year ago. We expect Trip.com's Q3 results to be far...
Tracking Traffic
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230 Views
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bullish
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Thematic (Sector/Industry)
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03 Nov 2020 09:05
TRACKING TRAFFIC's Travel Tracker Dashboard (October 30): Air Traffic Ex-Mainland China Firms
Air traffic and hotel room rate data from October 30 show an improvement in activity outside Mainland China (albeit from a low base) and improved...
Tracking Traffic
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206 Views
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