Dreams Deferred: Looks Like Lunar New Year Travel Demand May Be Lost
We now believe there is a better than even chance that much of the Chinese travel demand normally associated with LNY will be lost in 2021.
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Highlights of FTSE Consumer Index’s Five Largest Stocks
The FTSE ST Consumer Goods & Services Index comprises the constituents in either the Consumer Goods or the Consumer Services sectors under...
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TRACKING TRAFFIC/ 2020 Review | 2021 Preview | Potential IPOs in Logistics, Transportation & Travel
In this year-end piece we review key themes of 2020, look forward to emerging trends of 2021, and highlight some exciting companies that could...
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ANA Holdings Placement - Bigger but Not Necessarily Better Deal than JAL
Ana (9202 JP) plans to raise around US$3.2bn following close on the heels of JAL's (9201 JP) US$1.4bn raise last month. ANA has performed better...
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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...
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