Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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Last Week In Event SPACE: Swire Pacific/ Cathay, Shinsegae, Kingsoft, China Resources Power
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Swire Pac (19 HK) Further Trims Cathay Exposure
Swire Pac announced plans to raise HK$4.7bn via the issuance of bonds exchangeable into shares of Cathay. At 0.34x forward P/B, Pac remains cheap....
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TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
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Monthly Chinese Tourism Tracker | After Strong March, Data Shows Softer Air Travel Demand in April
Chinese air travel data from April show a sudden slowing of demand, probably related to recent increases in airfares and surcharges. We expect to...
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