Chinese Airlines and Airports: Impact of Beijing Outbreak Seems to Have Bottomed
We see the negative impact of the COVID-19 outbreak at Beijing due to the Xinfadi market has been bottoming out. Key scheduled flights to Beijing...
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Chinese Airlines: The Strong Show for China Southern Continues
With the May air traffic for the Chinese airlines out, we are staying confident on the outlook for China Southern Airlines (1055 HK). CSA has...
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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...
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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...
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