A-H Premium Weekly (Jun 27th): China Shenhua Energy, Bank Of Zhengzhou, Guolian Minsheng Securities
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Shenhua Energy, Bank Of Zhengzhou, Guolian Minsheng...
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Virgin Australia IPO Trading - Flying into Oil and Recent Air Crash Headwinds
Bain Capital raised around US$440m via selling some of its stake in Virgin Australia Holdings (VAH AU). In this note, we talk about the trading...
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Weak Spending over China's Dragon Boat Festival Holiday Period Suggests Tourists Remain Frugal
Headline travel activity numbers from China's recent Dragon Boat Festival suggest modest demand growth and a Chinese consumer keeping a tight grip...
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Monthly Air Cargo Tracker | April Data Shows Slowing Demand, Low (And Falling) Capacity Utilization
April data from Asian carriers and a range of air cargo gateways on both sides of the Pacific suggest moderating demand growth and low carrier...
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Monthly Chinese Tourism Tracker | Domestic Activity Firmed in April | Airlines > TCOM (May 2025)
The growth of Chinese domestic air travel activity in April accelerated to almost 8% after slumping to < 1% in Q125. High domestic passenger load...
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