Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery
China is hopeful of being the first market to recover its travel industry post the pandemic. Therefore, we are interested in scanning the industry...
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Chinese Airlines: Big Three Aug Passenger Traffic up 18% MoM
As expected, riding on the summer vacation demand, the Big Three Chinese airlines reported impro
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Chinese Airlines: The Key Plays on Rmb Appreciation, with China Southern Being the Best
In our view, the question will be whether CSA will make a profit in 3Q20
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Chinese Airlines: China Southern the Clear Winner in 1H20 - A Must Read Comparison on the Big Three
While the aggregate losses of the Big Three Chinese airlines have reduced by Rmb1.8bn QoQ in 2Q20, China Southern Airlines (1055 HK) is the only...
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Chinese Airlines: Jul Traffic Reflects Good Summer Strengths
On the back of good summer demand, overall domestic passenger traffic for the Big Three Chinese airlines has recovered to 73% of the level in Jul...
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