Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
293 Views
China's Alleged 'Ban' on Group Tours to Japan? No Sign Of It In September Data
Japan's Nikkei Asian Review reported in mid-September that Chinese authorities had ordered tour organizers in several Chinese cities to begin...
320 Views
Ctrip's Q3 Profit Boosted by Non-Core Items, Again; Q4 Guidance Suggests Organic Growth Below 20%
Ctrip.com International (ADR) (CTRP US) just released its Q3 (September) earnings results and is currently conducting a conference call to discuss...
240 Views
Hardly a Grand TOUR: Short Tuniu On Slowing Growth, Chinese Tour Bans, & Equity Dilution Risks
Chinese package tour specialist Tuniu Corp Spon Adr (TOUR US) saw the pace of its reported Total Revenue growth decline in 2016, from an incredible...
329 Views
Chinese Int'l Travel & Spending Stagnate as Tourists Skew Younger, 'Poorer', More Independent
Chinese tourist activity within the Asian region remained weak in July, with Chinese arrivals down -0.8% Y/Y at several key regional destinations...
317 Views