Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Latest US Customs & Border Protection Data Appear to Confirm Sluggish US Tourism Activity

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US Customs & Border Protection August Data | Air Crossings Stable | Europe Could Gain From US Losses

Trip.com Pays US$770M in Fines, Illegal Profits, Deposits To Resolve Investigation into Abuses

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Thematic (Sector/Industry)

Mexico Hotels, restaurants and leisure / Thematic (Sector/Industry)

<ul>
<li>Of the seven US metrics we track, six showed a weaker pace of Y/Y change vs July data</li>
<li>Five of the seven border crossing metrics showed Y/Y declines in August (vs only two in July)</li>
<li>As a proxy for US leisure and travel activity, the August numbers paint a bleak picture</li>
</ul>


Of the seven US metrics we track, six showed a weaker pace of Y/Y change vs July data
Five of the seven border crossing metrics showed Y/Y declines in August (vs only two in July)
As a proxy for US leisure and travel activity, the August numbers paint a bleak picture


Mandarin Oriental International (MAND SP)

Beijing Capital International Airport (694 HK)

Shanghai Jin Jiang International Hotels (SJJ HK)

August US Customs & Border Protection Data Confirm Softening Travel Trend in Most Segments, Regions