TRACKING TRAFFIC/Chinese Tourism: Outbound: Comatose | Domestic: Fewer, Shorter Trips = New Normal?
September numbers show almost non-existent outbound travel but a continued gradual recovery in domestic travel demand. Shorter average domestic air...
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No More 'Free Ride'? Key DiDa Inc Metrics That Could Reveal a DiDi ChuXing Resurgence
DiDa Inc has carved out a niche for itself in China's growing car pool segment. But should ride-hailing giant DiDi ChuXing re-emerge as a player,...
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Is Chinese Tourism Really a 'Growth' Industry?
The effects of the Covid19 pandemic aside, we believe strong (10%+) growth in underlying Chinese tourism demand is becoming more elusive.
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GDS Holdings Hong Kong Secondary - Hot Sector, Needs the Money
Gds Holdings (Adr) (GDS US) plans to raise around US$1bn in its secondary listing in Hong Kong. Media reports indicate that the deal could be...
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China's 'Golden Week': Headline Tourism Numbers Hardly Shine
Contrary to some, we do not believe headline tourism numbers from the recent Golden Week suggest improving conditions in China's domestic travel...
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