TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
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StubWorld: Keisei Electric And Taking The Mickey. Plus First Pac and Swire.
This week in StubWorld ... With Tokyo Disneyland opening tomorrow, Keisei Electric Railway Co (9009 JP) is coming up "expensive" on the stub...
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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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Qantas Placement - Banking on a Trans-Tasman Travel Bubble
Qantas Airways (QAN AU) aims to raise around US$933m (A$1.36bn) via an institutional placement and another US$343m (A$500m) via a share purchase...
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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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