Monthly Air Cargo Tracker | May-July Data Shows Soft Demand, Ample Capacity, Lower Yields
A look at July yields, load factors, and tonnage growth in July suggests an Asian air cargo market that has plenty of supply to meet moderating...
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China Strategy: 1H25 Roundup and Implications for 2H25
1H25 earnings weaker than expected with 5.9% growth; 2H25 forecasts show further slowdown to 4%. Chinese airlines and trade-related companies...
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China & HK Strategy: 1H25 Preview - Where Are the Upside and Downside Surprises?
The companies under our coverage are expected to report 16.8% earnings growth for 1H25, with 2Q25 accelerating to 30.8%. Top performers include...
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A-H Premium Weekly (Sep 18th): Minsheng Bank, Air China, Ceb Bank, China East Air
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Minsheng Bank, Air China, Ceb Bank, China East Air.
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China & HK Strategy: 1Q25 Preview - The Good, the Bad, and the Ugly
Earnings for the companies under our coverage are expected to grow by 47.3% in 1Q25, with Shanghai Electric Group, Anhui Conch, COSCO Shipping...
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