Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Thematic (Sector/Industry)

<h2>Overview</h2><p>Chinese travel and tourism activity has grown strongly in recent years on the back of rising private consumption. But it appears that last year's surge in Chinese outbound travel has slowed significantly, and that domestic travel demand has suddenly accelerated in early 2017. Furthermore, some popular Chinese destinations in the region are suddenly seeing fewer Chinese tourists, while other have seen a marked improvement in Chinese visitors year-to-date. </p><p>In this brief note we outline…</p>

OverviewChinese travel and tourism activity has grown strongly in recent years on the back of rising private consumption. But it appears that last year's surge in Chinese outbound travel has slowed significantly, and that domestic travel demand has suddenly accelerated in early 2017. Furthermore, some popular Chinese destinations in the region are suddenly seeing fewer Chinese tourists, while other have seen a marked improvement in Chinese visitors year-to-date. In this brief note we outline…

Dramatic Changes in Chinese Travel & Tourism Flows YTD 2017; What Are the Causes, Implications?

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Equity Capital Markets

Vietjet Aviation  / Equity Capital Markets

<p>There are a large number of <a href="http://www.gulf-times.com/story/475139/Vietnam-prepares-for-busy-IPO-year-in-2016" target="_blank">potential IPOs</a> in Vietnam, which is refreshing news, as Vietnam's stock market capitalization significantly lags behind other emerging markets in Asia.  As of January 2016, Vietnam's total stock market capitalization was only <a href="http://www.asiafrontiercapital.com/vietnam.html" target="_blank">$56.8 billion</a>.  <a href="http://money.visualcapitalist.com/all-of-the-worlds-stock-exchanges-by-size/" target="_blank">In comparison</a>, Thailand's stock exchange is valued at $368 billion, Malaysia's stock exchange is valued at $380 billion, and Indonesia's stock exchange is valued at $347 billion.  Vietnam's higher economic growth, and considerably…</p>

There are a large number of potential IPOs in Vietnam, which is refreshing news, as Vietnam's stock market capitalization significantly lags behind other emerging markets in Asia.  As of January 2016, Vietnam's total stock market capitalization was only $56.8 billion.  In comparison, Thailand's stock exchange is valued at $368 billion, Malaysia's stock exchange is valued at $380 billion, and Indonesia's stock exchange is valued at $347 billion.  Vietnam's higher economic growth, and considerably…

Vietnam: Privatization and Other Efforts to Facilitate Increased FDI

Vietnam

Vietjet Aviation Joint Stock Company provides air transportation services. The Company offers flight and booking information, in-flight, cargo, and baggage services. Vietjet Aviation operates flights to various destinations in Southeast Asia.

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Vietjet Aviation (VJC VN)

Dramatic Changes in Chinese Travel & Tourism Flows YTD 2017; What Are the Causes, Implications?

OverviewChinese travel and tourism activity has grown strongly in recent years on the back of rising private consumption. But it appears that last...

Daniel Hellberg

Vietnam: Privatization and Other Efforts to Facilitate Increased FDI

There are a large number of potential IPOs in Vietnam, which is refreshing news, as Vietnam's stock market capitalization significantly lags behind...

Nomadic Equity

Price Gauge

52-week Range

Market Cap (USDm)

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