TRACKING TRAFFIC/Chinese Tourism: March Data Review & Initial Numbers from Labor Day Weekend
We recently launched Tracking Traffic's Travel Tracker Dashboard to monitor weekly airport and hotel traffic in China and around the region. In...
Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
Singapore Air - Rights Gone Ex, What Next?
Singapore Airlines (SIA SP) has been the large Asian airline the most forthright in addressing its capital issues in announcing a S$5.3bn Rights...
Smartkarma Originals
