Lower Fuel Price, Which Asia Pacific Airline Benefits and Suffers the Most?
Jet fuel prices have been declining and this is good for airlines. The impact varies according to average flight length and fuel hedge exposure....
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
366 Views
Skymark Airlines Lockup Expiry - Still Doesn’t Seem Cheap with 50% of the Shares Being Unlocked
Skymark Airlines (9204 JP) raised US$242m in its Japan IPO. The shares began to trade on 14th Dec 2022, its six-month lockup will expire on 11th...
454 Views
The Stocks to Own in ASEAN – Vol. 42
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
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TRACKING TRAFFIC/Chinese Tourism: LNY Traffic Points to Slow Recovery in 2023
Jan-Feb air traffic shows the beginnings of a recovery in Chinese travel activity, but we're surprised to see outbound flights with load factors of...
330 Views