Chinese Domestic Tourism Demand to Recover Ahead of Outbound Travel, Boosting Huazhu Group (HTHT:US)
Although Chinese travel demand was decimated in Q1 2020, we believe there is already a gradual recovery underway, led by a resumption in domestic...
474 Views
Chinese Airlines and Airports: March Traffic Showed Stark Differentiation
The Mar traffic figures for Chinese airlines and airports are showing light at the end of the tunnel, with solid MoM improvement recorded across...
403 Views
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
444 Views
Shanghai International Airport (600009 CH): Winning All Against Beijing Airport (694 HK)
Both Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) and Beijing Capital International Airport (BCIA) (694 HK) announced FY19 results...
367 Views
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
484 Views