Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)
In this insight we document China's ongoing recovery in outbound and domestic tourism demand by sharing with readers ten illustrative charts.
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Monthly Chinese Tourism Tracker | No "Pent-Up Demand"! | Weak YTD Returns, Too | (December 2023)
November outbound data were disappointing, and even domestic travel activity metrics appeared to move in the wrong direction. Not surprisingly,...
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12 Months In, China's Tourism Recovery & Performance of China Tourism Shares Have Both Disappointed
A year after most of China's pandemic-related travel restrictions were eased, we look back at the recovery in Chinese tourism activity in 2023.
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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...
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