Monthly Air Cargo Tracker | August Shows Pockets of Growth | But LF, Pricing Both Still Very Weak
August air cargo data from a range of carriers and cargo gateways around the Pacific Rim show uneven demand, but still-low utilization and weak...
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Monthly Chinese Tourism Tracker | Momentum Shifts From Airlines to TCOM | September 2025
Chinese air travel growth continues to slow. Chinese airlines have been unable to lift margins as aircraft utilization improves, and we no longer...
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Trip.com Q225 Results | Big Buyback a Surprise | But Margins Still Under Pressure | Fair Value US$60
Trip.com announced a big share buyback last week, but its Q225 core results were unimpressive. Given modest growth expectations, we put fair value...
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Korean Air: A Major Rights Offering Capital Raise Likely In Next 1-2 Years
We believe a major rights offering capital raise is likely for Korean Air in the next 1-2 years. On 25 August, Korean Air announced a 70 trillion...
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NAV Valuations of Top Five Largest "Pure" Holdcos in Korea
In this insight, we provide updated NAV valuations of the top five, largest "pure" holdcos in Korea including SK Square, SK Inc, LG Corp, Hanjin...
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