Chinese Airlines and Airports: Ban on Flying US No Big Deal
We do not see the ban by the US Department of Transportation on Chinese airlines servicing the US will have a material impact on them. In Apr,...
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Chinese Airlines: ACCELERATED Recovery in May - Average Daily Traffic up 49% MoM
The pace of recovery in the passenger traffic on Chinese airlines has ACCELERATED in May, reflecting very positive traffic performance MoM. Average...
482 Views
Chinese Airlines Vs. Airports: Three Pair Trades Under Rmb Depreciation
Chinese airlines have significant exposure to the Rmb depreciation, as USD debt accounting for between 28-43% of their total outstanding...
464 Views
Chinese Airlines: Encouraging Traffic And (More Importantly) Yield Uptick in May After a Solid Apr
Strong domestic passenger traffic in Apr has extended into May and more importantly, yield uptick looks very solid. Total passenger traffic for...
387 Views
Tracking China Recovery Through Golden Week: How Is the Recovery?
Based on official and our on-ground observations, the tourism industry in China has clearly staged a recovery during the Labour Day Golden Week....
501 Views