TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
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Airport of Thailand (AOT): No Sign of Improvement Yet
Airports of Thailand (AOT TB) share price has rallied post the initial sell-off in the back of COVID-19 yet the key revenue driver, tourists'...
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TRACKING TRAFFIC/Chinese Tourism: Outbound Travel Grinds to a Halt, Domestic Travel Keeps Rising
Outbound Chinese travel activity ground to a halt in April. Total Chinese arrivals in the seven regional destinations we track fell by 99.6% YoY...
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TRACKING TRAFFIC's Travel Tracker Dashboard (May 29): Recovery in Chinese Domestic Traffic Continues
Our weekly channel checks show a continued recovery in Chinese airport departures last week. Departure activity at the five airports outside of...
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Snippets #40: Thai Airways Bailout, Tycoon Successions
Five interesting news/development we noticed recently that may affect Thai equities include: Sayonara to Thai retail. Japanese retailer Isetan...
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