A Pair Trade Between Korean Air and Hanjin Kal
In this insight, we discuss a pair trade between Korean Air Lines (003490 KS) (go long) and Hanjin KAL Corp (180640 KS) (go short).
544 Views
20 Korean Stocks That Could Outperform Next 2 Months Amid Tariff War and Local Political Turmoil
In this insight, we discuss 20 Korean stocks that could outperform the market in the next two months amid global tariff war and local political...
737 Views
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...
4.7k Views
Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)
Air cargo demand in January 2025 softened, although some of this may be attributed to timing of the LNY holiday. Air cargo utilization is low (and...
494 Views
Monthly Chinese Tourism Tracker | LNY Numbers Just OK | Airlines Filling Up | (February 2025)
January and Lunar New Year travel activity data seem OK, but not spectacular. Chinese tourists seem eager to travel, but there are few signs they...
431 Views