China Intl Travel Service (601888 CH): Excellent Exposure to Hainan Free Trade Port Policies
We believe China Int'L Travel Service (601888 CH) is in an excellent position to benefit from the "Master Plan of the development of Hainan Free...
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Chinese Airlines: ACCELERATED Recovery in May - Average Daily Traffic up 49% MoM
The pace of recovery in the passenger traffic on Chinese airlines has ACCELERATED in May, reflecting very positive traffic performance MoM. Average...
421 Views
Chinese Airlines Vs. Airports: Three Pair Trades Under Rmb Depreciation
Chinese airlines have significant exposure to the Rmb depreciation, as USD debt accounting for between 28-43% of their total outstanding...
385 Views
Shanghai International Airport (600009 CH): Solid Apr Freight Added to Aircraft Movement Recovery
Shanghai International Airport Co, Ltd. (600009 CH) recorded a 10.1% YoY increase in freight traffic in Apr, significantly outperformed a 54.2%...
304 Views
Chinese Airlines: Encouraging Traffic And (More Importantly) Yield Uptick in May After a Solid Apr
Strong domestic passenger traffic in Apr has extended into May and more importantly, yield uptick looks very solid. Total passenger traffic for...
334 Views