Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Travelsky (696): Recovery and Undervalued Vs Airlines
Volume recovery is the main thesis for Travelsky but its share price has not received the same attention from investors and u/perform the airlines...
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Travelsky (696): Muted Impact from New Virus
Travelsky Technology Ltd H (696 HK) is comparable to an ETF for investors who want to get exposure to the air travel recovery in China without...
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Travelsky (696): A Safe Way to Fly
Tourism activities have started to pick up again in China and airports have started to reopen again, increasing the air traffic volume from a low...
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