Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing
Cathay Pacific analyst briefing states that passenger demand is solid, cargo is improving and cost is fairly manageable. Recovery is here and we...
513 Views
BOC Aviation (2588 HK, BUY, TP:HKD70): High Quality Safe Bet
BOC Aviation is a top aircraft leasing company with a young asset portfolio, quality clients, and strong risk management. We think it is a low...
312 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
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
376 Views
Monthly Chinese Tourism Tracker | Tourism Recovery Derailed By Normal Seasonality | (October 2023)
Outbound tourism activity in September declined vs August, in some cases down to levels seen in Q2. Domestic activity also disappointed, and we see...
360 Views