Chinese Airlines: Our Read Beyond the 1Q20 Headline Losses
Although China Southern Airlines (1055 HK) reported the steepest loss amongst the Chinese airlines in 1Q20, this is primarily due to its status as...
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Chinese Airlines and Airports: March Traffic Showed Stark Differentiation
The Mar traffic figures for Chinese airlines and airports are showing light at the end of the tunnel, with solid MoM improvement recorded across...
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China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
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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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HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...
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