China BIG-3 Mainland Airlines Traffic 18% Higher than 2019!
​Chinese airlines see significant increase in traffic, with domestic travel driving growth while international remains depressed. China's air...
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China Tourism and Hospitality Industry: Roundup of a Solid CNY
​China's tourism industry sees a strong recovery during the 2024 CNY holidays, with a high double-digit traffic surge. OTAs like Tongcheng and...
847 Views
Chinese Airports at Inflection Point, Low Risk and High Visibility Growth Sector
​Chinese airports have underperformed the CSI 300 despite a successful turnaround. There will be a surge in lucrative international flights that...
597 Views
Hainan Meilan Intl Airport (357 HK): No to the General Offer
​The offer for Hainan Meilan at HK$10.62 is deemed unattractive, with potential for more upside given its expected recovery in ROE, low historical...
312 Views
Primer: Shanghai International Airport (600009 CH) - Dec 2025
Poised to capture the full recovery of Chinese international travel, SIA's primary asset, Shanghai Pudong International Airport (PVG), stands as...
305 Views