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...
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...
Travelsky (696): Maintain Positive Stand
An optimistic view that with the higher vaccination rates in China and is working effectively against the current and future variant, air travel...
Smartkarma Originals
Asia-Pac Airports: Ups, But Mostly Downs
Domestic passenger flow into Shenzhen Airport (000089 CH), Shanghai International Airport (600009 CH), and Guangzhou Baiyun International Airport...
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