Travelsky (696): Maintain Positive Stand
An optimistic view that with the higher vaccination rates in China and is working effectively against the current and future variant, air travel...
472 Views
Air China (753 HK): Positive Implications from CX's May Traffic Announcement
CX's guidance of triming of losses in 1H21, vs. 1H20 and 2H20, is a positive note to Air China. The 24.5% MoM in passenger traffic echoed Air...
250 Views
Chinese Airlines: China Southern (1055 HK) Seeing More Pressure than Air China (753 HK)
May traffic revealed that Air China sustaining its trend of narrowing down operational gap against CSA. Local COVID-19 cases in Guangzhou means a...
255 Views
Shanghai International Airport (600009 CH): Suspension of Trading on Potential Acquisitions
We view SIAC's potential acquisitions of Hongiao Airport, Logistics Company and Pudong 4th runway as strategically positive, pending announcement...
612 Views
Guangzhou Baiyun Intl Airport (600004 CH): Facing Challenges in the Near Term
We see risk of GBIA underperforming its peers in the near term on the back of the increase in domestic COVID-19 cases in Guangzhou and Guangdong,...
303 Views