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China Southern Airlines (1055 HK)
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492
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Industrials
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China
China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world. The Company also provides other airline related services including aircraft maintenance and air catering.
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bearish
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Thematic (Sector/Industry)
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09 Aug 2017 07:58
Chinese Outbound Travel to Asian Destinations Weakens in June/July; Vietnam, Thailand Firmer
OverviewA review of June / July Chinese visitor arrival data for several popular travel destinations shows that most posted either declining growth...
Daniel Hellberg
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322 Views
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bearish
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Air China Ltd (H)
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17 Jul 2017 07:17
June Airline Data Provide More Signs of Underwhelming Chinese Demand for International Air Travel
June operating data from the three leading Chinese airlines were mixed, but still point to relatively strong Domestic air travel demand and...
Daniel Hellberg
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265 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2017 10:07
Chinese Tourist Flows Within Asia Region Continue to Show Dramatic Shift Vs. 2016 Trends
May tourist arrival data from several popular destinations in the region continue to show a marked shift from patterns that were established in...
Daniel Hellberg
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280 Views
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bullish
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Air China Ltd (H)
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02 Jun 2017 08:17
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)...
Daniel Hellberg
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364 Views
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bullish
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Thematic (Sector/Industry)
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20 May 2017 11:40
The Week that Was in Greater China@SmartKarma – Belt Road, Beef and Better Domestic Figures
This is the inaugural report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan...
Valerie Law, CFA
346 Views
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