Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025)
December 2024 travel growth moderated, as the post-pandemic recovery has by now largely run its course. After a stellar 2023-24 run, shares of...
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Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
Our review of Asian air cargo data aims to uncover investment ideas and potentially provide "read-throughs" to adjacent segments. In the November...
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Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
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Monthly Chinese Tourism Tracker | Outbound, Domestic Both Solid | TCOM: 2024's Best (December 2024)
In November, both outbound and domestic travel activity were solid in China. Among the Chinese tourism related stocks we track, Trip.com was the...
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Monthly Chinese Tourism Tracker | Five Easy Charts Showing China's Tourism Recovery To Date
In this insight we illustrate the trajectory of China's ongoing recovery in outbound and domestic travel activity in five easy charts.
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