Monthly Chinese Tourism Tracker | January Impacted by LNY Timing | Initial LNY 2026 Numbers So-So
January's Chinese tourism activity data were hurt by the timing of the LNY holiday. We have initial holiday numbers, but we'll get a better sense...
300 Views
Asia Aviation Plc. (AAV): 4Q25E Core Profit Beats Expectations
4Q25E core profit is better than previously expected, driven by higher passenger volumes and average fares, supported by strong domestic passenger...
157 Views
US Customs & Border Protection Data: Northern Crossings Down, Western (Asian?) Air Crossings Firmer
US border crossing data from November 2025 shows weakness in travel activity in most regions and by most travel modes. But air crossings in the...
288 Views
ASIA AVIATION Plc. (AAV): 3Q25 Turned To Deep Loss As Expected...
We maintain Outperform with 2026E FV of Bt1.21 (required return 3.8%), backed by strong 2Y core EPS CAGR of +12%, outperforming peers, and limited...
213 Views
Monthly Chinese Tourism Tracker | Domestic Activity Firmed in April | Airlines > TCOM (May 2025)
The growth of Chinese domestic air travel activity in April accelerated to almost 8% after slumping to < 1% in Q125. High domestic passenger load...
655 Views