ENTITY
China Southern Airlines

China Southern Airlines (1055 HK)

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Analysis
IndustrialsChina
China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world. The Company also provides other airline related services including aircraft maintenance and air catering.
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08 Jan 2018 01:05

The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More

This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...

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01 Jan 2018 07:06

TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'

Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...

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11 Dec 2017 13:05

Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)

Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...

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bullishBOC Aviation
20 Nov 2017 09:12

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...

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03 Nov 2017 08:15

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...

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