Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Monthly Chinese Tourism Tracker | Five Easy Charts Showing China's Tourism Recovery To Date

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US Customs & Border Patrol Traveler Data Show Mixed Picture, Sharp Drop in Northern Border Crossings

Weak Spending over China's Dragon Boat Festival Holiday Period Suggests Tourists Remain Frugal

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Thematic (Sector/Industry)

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

<ul>
<li>USCBP data from August shows Y/Y declines in traffic, especially at N. border</li>
<li>Overall, air travel to and from the US has held up well vs other travel modes</li>
<li>Some US regions hit harder than others; US losses could benefit Europe, others</li>
</ul>


USCBP data from August shows Y/Y declines in traffic, especially at N. border
Overall, air travel to and from the US has held up well vs other travel modes
Some US regions hit harder than others; US losses could benefit Europe, others


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