Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag
The recovery in Chinese outbound tourism demand continued in March, but certain data suggest the pace of growth for some regional destinations is...
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Cathay Pacific – Rising Inflationary Pressure Expedites Earnings Normalisation
FY23 results were greeted with a positive reaction. However, we highlight creeping cost pressure at Cathay which prompts us to expedite earnings...
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Interglobe Aviation (Indigo) Lockup - Still Has US$3bn+ Stake Left, After Three Prior Selldowns
The founder is now looking up to US$450m via selling around 3.3% of the company. This deal is well flagged although the timing is a few days later...
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Monthly Chinese Tourism Tracker | January & Initial Read On February Both Indicate Solid Growth
In January 2024 Chinese travel demand continued to recover, and initial indications are that demand related to the long LNY holiday was also strong.
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ECM Weekly (4th Mar 2024) - Tokyo Metro, Mixue, Xtalpi, Bharat InvIT, Renesas, ITC/BAT, Precinct
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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