Monthly Chinese Tourism Tracker | Pace of Growth Slowed, Again | Golden Week? | October 2025
Chinese travel activity in September slowed, and a first look at Golden Week activity also suggests weak growth in travel and spending. We see few...
738 Views
Monthly Air Cargo Tracker | August Shows Pockets of Growth | But LF, Pricing Both Still Very Weak
August air cargo data from a range of carriers and cargo gateways around the Pacific Rim show uneven demand, but still-low utilization and weak...
414 Views
Trip.com Q225 Results | Big Buyback a Surprise | But Margins Still Under Pressure | Fair Value US$60
Trip.com announced a big share buyback last week, but its Q225 core results were unimpressive. Given modest growth expectations, we put fair value...
416 Views
Weak Spending over China's Dragon Boat Festival Holiday Period Suggests Tourists Remain Frugal
Headline travel activity numbers from China's recent Dragon Boat Festival suggest modest demand growth and a Chinese consumer keeping a tight grip...
442 Views
Monthly Air Cargo Tracker | April Data Shows Slowing Demand, Low (And Falling) Capacity Utilization
April data from Asian carriers and a range of air cargo gateways on both sides of the Pacific suggest moderating demand growth and low carrier...
486 Views