China Travel Intl Inv (308 HK): Market Discovering This Recovery Play but This Is Just the Beginning
CTII posted solid evidence for a YoY and HoH turnaround in 2H20; and with good CNY performance for its China tourist attractions and improving...
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China Travel Intl Inv (308 HK): Recovery Play Overlooked by the Market + Privatisation Possibility
China Travel Intl Inv is an interesting recovery play yet to be full appreciated by the market. Its depressed valuation and exposure to the...
399 Views
Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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HK Connect Discovery - March Snapshot (WH Group, Air China)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
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Ctrip's Reports on 'Golden Week' Suggest Tepid Domestic Tourism & A Steep Decline in Trips to US
Last week Ctrip.Com International (Adr) (CTRP US) published two reports summarizing the data it collected on Chinese travel trends during the long...
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