Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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China Southern Airlines: No Right Way to Price Risk
The current disruption in the air travel within and outbound of China is unprecedented as the government has imposed lock-down to contain the...
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Chinese Airlines: Pair Trade - Long China Southern (1055 HK), Short Air China (753 HK)
We advocate a pair trade of long China Southern Airlines (1055 HK), short Air China Ltd (H) (753 HK) based on three thesis: 1.) Air China's high...
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TRACKING TRAFFIC/Chinese Tourism: December Travel Demand Weak (Pre-Corona Virus)
Data from December 2019 suggest that Chinese outbound and domestic tourism activity was weak even before a corona virus outbreak led to dramatic...
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HK - Shorts in the Time of Coronavirus
We take a look at the latest SFC data released Tuesday evening on short position reporting in Hong Kong for the week ended 24 January...
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