Thanks to High Cargo Yields & Early Tourism Rebound, EVA & CAL Remain Highly Profitable in H223
Air cargo rates at EVA remain high, and a strong recovery in Taiwanese tourism demand is lifting passenger yields, too. Investors are pricing in a...
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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...
637 Views
Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses | But Not a Game-Changer
Trip.com reported Q323 results that featured strong top-line growth, sharp Y/Y improvement in margins, and progress on cost control. But its Q323...
674 Views
Quick Take on 'Golden Week' Headline Tourism Traffic: Limited Improvement, & Shy of Expectations
Preliminary tourism activity data from the long Golden Week holiday period appear to show a frustratingly sluggish recovery in Chinese travel demand.
650 Views
Monthly Chinese Tourism Tracker | 'Pent-Up' Travel Demand -- Does China Have Any? | (September 2023)
What is "pent-up" demand, and nine months into a recovery in travel activity, does China still have any? We review outbound activity, domestic...
749 Views