China Tourism and Hospitality Industry: Roundup of a Solid CNY
​China's tourism industry sees a strong recovery during the 2024 CNY holidays, with a high double-digit traffic surge. OTAs like Tongcheng and...
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Chinese Airports at Inflection Point, Low Risk and High Visibility Growth Sector
​Chinese airports have underperformed the CSI 300 despite a successful turnaround. There will be a surge in lucrative international flights that...
592 Views
Hainan Meilan Intl Airport (357 HK): No to the General Offer
​The offer for Hainan Meilan at HK$10.62 is deemed unattractive, with potential for more upside given its expected recovery in ROE, low historical...
312 Views
Primer: Guangzhou Baiyun International Airport (600004 CH) - Dec 2025
Strategic Hub in a Core Economic Zone: Guangzhou Baiyun International Airport is a primary aviation hub in the economically vital...
210 Views
Smartkarma Originals
China Tourism and Hospitality Industry: Boom in 2024 New Year Travel Demand
China's National Immigration Administration estimates there will be 1.56m travelers passing through immigration during the 2024 Chinese New Year...
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