TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
366 Views
Qantas Placement - Banking on a Trans-Tasman Travel Bubble
Qantas Airways (QAN AU) aims to raise around US$933m (A$1.36bn) via an institutional placement and another US$343m (A$500m) via a share purchase...
386 Views
TRACKING TRAFFIC/Containers & Air Cargo: Covid19 Trade Oddities | Box Rates Dip | Air Cargo Pops
It's no secret that Covid19 has distorted trade patterns in 2020. These distortions have led to some odd container shipping and air cargo numbers...
323 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
Cathay Pacific: A Bonfire For Money
In a highly anticipated bailout, Cathay Pacific Airways (293 HK) announced on Tuesday a HK$40.95bn rescue package, with the Hong Kong government...
511 Views