Chinese Outbound Tourism May Data
Outbound Flight Passengers Up 3% YoY in May: SK Down 54%, Macau Up 37%Stocks Mentioned: Ctrip.com International (ADR) (CTRP US), Amorepacific Group...
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The Week that Was in Greater China@SmartKarma – Wisdom, Air China, Ctrip, Tesla and Renesas
This is the 3rd report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan from...
352 Views
Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
193 Views
Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
204 Views
Chinese Tourism Q1 DataWeak Outbound (+4%) But Strong Domestic Tourism (+28%)
In March, our commercial flights tracking data suggests only 2% year-over-year increase in outbound flight passengers vs. 31% in domestic flight...
201 Views