Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
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Singapore Airlines FY17 Results: The Myth of Net Cash
The key takeaways from Singapore Airlines Ltd's (SIA SP) FY17 results announcement were a 48% decline in full year profit after tax due to weaker...
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Q1 Results from China's 'Big 3' Airlines: Air China Wins the Quarter on Yields, Cost Control
Late last week all three of China's state-owned airlines reported summary Q1 earnings results, and all three reported lower profits, likely due to...
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Air China: Strong 2016 Operating Result on Lower Fuel & Selling Costs; 'Going Direct' Hurts Ctrip
Late Thursday evening in Hong Kong Air China Ltd (H) (753 HK) and the other two large state-owned airlines all released full year 2016 financial...
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Viewing Chinese Airlines Through Warren Buffett's Eyes (Seriously!)
Value investing legend Warren Buffett's Berkshire Hathaway Inc Cl A (A US) surprised the investment community when the company revealed new...
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