Monthly Chinese Tourism Tracker | Still-Solid Growth in September | Consider Airlines (October 2024)
Chinese domestic and outbound air travel continued to show solid growth in September and Q3. The airlines have managed capacity restoration well...
436 Views
Rebound in Int'l Demand & Benign Fuel Prices Could Support Recovery in Chinese Airlines' Share Perf
We believe improvement in Chinese outbound demand combined with benign fuel prices could lift shares of China's large state-owned airlines,...
699 Views
Monthly Chinese Tourism Tracker: Solid Outbound & Domestic Numbers in August | Cut Trip.com to HOLD
Chinese travel activity in August continued its gradual recovery, and early reports from the recent Mid Autumn Festival suggest activity remained...
606 Views
Trip.com Q224: Slower Growth | But Higher Margins | Competition Has Eased | BUY with US$58 Target
Trip.com posted slower revenue growth in Q2, but margins improved as the company expertly managed operating expenses. Post-Covid, Trip.com's...
440 Views
Monthly Chinese Tourism Tracker | Outbound Activity Approaches Pre-Covid Levels | (August 2024)
July data shows continuing improvement in Chinese outbound and domestic travel activity. We still like shares of Trip.com, and retain our BUY...
1.3k Views