Virgin Australia IPO - Not Terribly Exciting, After Significant Items Adjustment
Bain Capital is looking to raise around US$440m via selling some of its stake in Virgin Australia Holdings (VAH AU). In this note, we look at the...
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Monthly Chinese Tourism Tracker | Domestic Activity Firmed in April | Airlines > TCOM (May 2025)
The growth of Chinese domestic air travel activity in April accelerated to almost 8% after slumping to < 1% in Q125. High domestic passenger load...
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Monthly Air Cargo Tracker | Even Before US Tariff Chaos, Conditions Had Turned Weaker (May 2025)
Even before US tariff increases and the end of the de minimis exemption, conditions in the Transpacific air cargo market were clearly turning weaker.
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Monthly Chinese Tourism Tracker | March and Q125 Demand Growth Weak Vs Trend (April 2025)
Data from China's leading airlines and some popular regional destinations show a clear slowing of travel demand growth in March and Q125. For now,...
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Monthly Chinese Tourism Tracker | Growth of Travel Demand Slowed in January-February (March 2025)
The growth of Chinese travel demand appeared to slow in the first two months of 2025. We believe the Chinese airlines can continue to outperform...
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