Monthly Chinese Tourism Tracker | Outbound Activity Approaches Pre-Covid Levels | (August 2024)
July data shows continuing improvement in Chinese outbound and domestic travel activity. We still like shares of Trip.com, and retain our BUY...
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Cathay Pacific (293 HK, BUY, TP:HKD):
Cathay Pacific's operations are exceeding expectations, plans to buyback preference shares and is considered a value buy with a target price of...
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Cathay Pacific (293 HK): Multiple Positive Developments
As more countries gain visa-free access to China, CX will benefit from increased transfer traffic. CX's recovery is on track with passenger...
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The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
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TBO Tek Pre-IPO - Refiling Updates & Peer Comparison
TBO Tek (0395045D IN) is looking to raise approximately US$200m in its upcoming India IPO. In this note, we talk about its refiling updates and...
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