SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake
Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon.
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CX Daily: Exclusive Interview: Lou Jiwei on Tackling a Greying China
Lou Jiwei /: Exclusive Interview: Lou Jiwei on tackling a greying China Corruption /: Trending in China: ‘Lenient’ punishment of corrupt retired...
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Quick Take on 'Golden Week' Headline Tourism Traffic: Limited Improvement, & Shy of Expectations
Preliminary tourism activity data from the long Golden Week holiday period appear to show a frustratingly sluggish recovery in Chinese travel demand.
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Monthly Chinese Tourism Tracker | 'Pent-Up' Travel Demand -- Does China Have Any? | (September 2023)
What is "pent-up" demand, and nine months into a recovery in travel activity, does China still have any? We review outbound activity, domestic...
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Trip.com Q223 Quick Take: Revenue, EPS > Consensus | Guidance? Not Much | Still No Upside Surprises
Trip.com reported solid Q223 results on Tuesday morning. We have concerns about expense control, and we also sense that investors want clear...
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