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...
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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...
464 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...
387 Views
Chinese Airlines: Our Read Beyond the 1Q20 Headline Losses
Although China Southern Airlines (1055 HK) reported the steepest loss amongst the Chinese airlines in 1Q20, this is primarily due to its status as...
436 Views
Chinese Airlines and Airports: March Traffic Showed Stark Differentiation
The Mar traffic figures for Chinese airlines and airports are showing light at the end of the tunnel, with solid MoM improvement recorded across...
447 Views