Air China (753 HK): Come Fly with Me
Air China is well positioned to gain from increase in overseas border openings. Also, China's possible removal of quarantine requirements for...
BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
China Airports: Beijing Capital Airport Offers Best Risk/Return Payoff
China outbound travel is set to recover to pre-pandemic levels by year-end, with Beijing Capital Airport offering the best risk/return profile...
China Tourism Group (601888 CH | BUY | CNY): New Duty-Free Contracts with Airports, Slight Negative
China Tourism Group has signed a new contract to promote collaborations with airports in Beijing and Shanghai. Market sees it as negative, but we...
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