China Southern Airlines (1055 HK): Most Benefited from Government Supportive Measures
Yesterday, the Civil Aviation Administration of China announced 16 supportive measures for the aviation industry in China, covering both the...
386 Views
HNA Group: Happy Nationalized Amnesty
Our 20-Feb flash note put our recommendation on Hna Group (HNAGRZ CH)'s SANYPH 21s under review on the Bloomberg news on 19-Feb that the Hainan...
482 Views
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
394 Views
Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
373 Views
Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
494 Views