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...
453 Views
HK Short Interest Weekly: Tencent, Kingboard Laminates, China Resources Land, Ntes, Meituan
We analyzed the latest HK SFC report for aggregate short position as of Jun 12th and highlight short interest changes in Tencent (700 HK),...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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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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