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...
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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....
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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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