TRACKING TRAFFIC/Chinese Tourism: Outbound Travel Grinds to a Halt, Domestic Travel Keeps Rising
Outbound Chinese travel activity ground to a halt in April. Total Chinese arrivals in the seven regional destinations we track fell by 99.6% YoY...
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TRACKING TRAFFIC's Travel Tracker Dashboard (May 29): Recovery in Chinese Domestic Traffic Continues
Our weekly channel checks show a continued recovery in Chinese airport departures last week. Departure activity at the five airports outside of...
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Snippets #40: Thai Airways Bailout, Tycoon Successions
Five interesting news/development we noticed recently that may affect Thai equities include: Sayonara to Thai retail. Japanese retailer Isetan...
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The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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