Leverage to Chinese Tourists Can Be Sweet and Sour:Â Implications on Australian Leisure and Travel
Executive SummaryAustralia has been a key beneficiary of China's rising middle-income class, with inbound tourists from the country growing at...
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
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Qantas - Continuation Pattern Bullish Exit 7.8 Target
OVERVIEWBullish above 5.90, towards 7.80.Bullish exit of triangle pattern congestionRsi bullish above ascendant support and 50%Should you have any...
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Australian FY17 Reporting Season: When Reality Bites
Pushing up the payout ratio in a falling interest rate environment has been rewarding in the past 6 years. However, this reporting season revealed...
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