Chinese Airlines: The Key Plays on Rmb Appreciation, with China Southern Being the Best
In our view, the question will be whether CSA will make a profit in 3Q20
386 Views
Guangzhou Baiyun Intl Airport (60004 CH): Finally, in Aug, YoY Growth...
In Aug, Guangzhou Baiyun International Airport (600004 CH) recorded the first YoY growth in domestic aircraft with an 8.8% YoY increase. This is an...
334 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Still Stagnant | Domestic Rebound Suggests Wary Consumer
Chinese outbound travel remained stagnant in July. We will watch closely to see if relaxed travel restrictions in a few markets result in a surge...
427 Views
Chinese Airlines: China Southern the Clear Winner in 1H20 - A Must Read Comparison on the Big Three
While the aggregate losses of the Big Three Chinese airlines have reduced by Rmb1.8bn QoQ in 2Q20, China Southern Airlines (1055 HK) is the only...
350 Views
Shanghai International Airport (600009 CH): Still the Preferred Play Despite Widened Losses in 2Q20
Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) reported losses of Rmb466.4m in 2Q20 vs. a profit of Rmb80.6m in 1Q20, largely due to...
377 Views