Monthly Chinese Tourism Tracker | Recovery Still Sluggish | Trip.com as Value Name | (November 2023)
October outbound demand increased vs September but remains below pre-pandemic levels. We've long viewed Trip.com negatively as a growth stock, but...
557 Views
China to Provide Visa-Free for Six Countries - Why and The (Possible) Impact
​China is opening visa-free entry for more countries, aiming to improve its global image and become a preferred aviation hub in North Asia. Could...
535 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
456 Views
Singapore Airlines: Further Positive Surprises to Come in 2H24 - Bigger Test in FY25
Detailed analysis of SIA inflation management and granular detail on earnings recovery illustrates big upside to SIA consensus in FY24
697 Views
Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing
​Cathay Pacific analyst briefing states that passenger demand is solid, cargo is improving and cost is fairly manageable. Recovery is here and we...
636 Views