Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery
China is hopeful of being the first market to recover its travel industry post the pandemic. Therefore, we are interested in scanning the industry...
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Chinese Airlines: China Southern the Clear Winner in 1H20 - A Must Read Comparison on the Big Three
While the aggregate losses of the Big Three Chinese airlines have reduced by Rmb1.8bn QoQ in 2Q20, China Southern Airlines (1055 HK) is the only...
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Chinese Airlines: Jul Traffic Reflects Good Summer Strengths
On the back of good summer demand, overall domestic passenger traffic for the Big Three Chinese airlines has recovered to 73% of the level in Jul...
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Chinese Airlines: China Southern's Got the Best Traffic Performance in 1H20
China Southern Airlines (1055 HK) sustained its traffic lead against China Eastern Airlines Co (H) (670 HK) and Air China Ltd (H) (753 HK) in Jun,...
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Chinese Airlines and Airports: Huge Benefit from Resumption of Cross-Province Group Tourism
On 14 Jul, the Ministry of Cultural and Tourism announced the policy to resume cross-province group tour organised by travel agencies and online...
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