China & HK Strategy: Stock Implications for 4Q25
Expect a 56.6% YoY profit growth in 4Q25 for our coverage universe, with top growth stocks being Xinjiang Goldwind, Sany Heavy Equipment, Dongfang...
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Monthly Chinese Tourism Tracker | August Traffic Resilient, Especially Domestic Air Activity
August air traffic figures show a decent Y/Y recovery that mirrors what we saw in July, especially for domestic travel. We believe demand could...
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China & HK Strategy: The High-Yield Playbook
With the increase in volatility in the near term due to the uncertainties from potentially higher tariffs and the Trump-Xi meeting in APEC, there...
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China & HK Strategy: 3Q25 Preview - Beauty and the Beast
3Q25 results will test earnings multiple expansion. Seven stocks will show over 100% YoY earnings growth in 2H25, including China Eastern,...
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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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