Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Travelsky (696): Muted Impact from New Virus

Travelsky (696): Recovery and Undervalued Vs Airlines

Samsonite (1910): Channel Checks Recovery

TRACKING TRAFFIC/Chinese Tourism: Outbound: Comatose | Domestic: Fewer, Shorter Trips = New Normal?

TRACKING TRAFFIC's Travel Tracker Dashboard (October 2): Air Activity Improves | Room Rates Stagnate

Is Chinese Tourism Really a 'Growth' Industry?

China's 'Golden Week': Headline Tourism Numbers Hardly Shine

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<p>Updated with air departure and hotel information on October 30, our Chinese travel tracker dashboard shows a couple of interesting data points this week:</p><ol>
<li>The pace of flight departure growth slowed at the four Mainland Chinese airports we track, while airports <em>outside</em> Mainland China showed solid improvement. This is the opposite of what we've seen in most periods since we launched this product in April 2020.</li>
<li>Average hotel room rates quoted by <a href="https://www.smartkarma.com/entities/trip-com-group-ltd" target="_blank" data-smartkarma-citation="entities:180:1" rel="noopener">Trip.com (TCOM US)</a> firmed dramatically, but we worry about a single data point that had an outsized impact on weighted average rates. Even putting this odd figure aside, however, hotel rates improved slightly versus a month ago.</li>
</ol>

Updated with air departure and hotel information on October 30, our Chinese travel tracker dashboard shows a couple of interesting data points this week:
The pace of flight departure growth slowed at the four Mainland Chinese airports we track, while airports outside Mainland China showed solid improvement. This is the opposite of what we've seen in most periods since we launched this product in April 2020.
Average hotel room rates quoted by Trip.com (TCOM US) firmed dramatically, but we worry about a single data point that had an outsized impact on weighted average rates. Even putting this odd figure aside, however, hotel rates improved slightly versus a month ago.


TRACKING TRAFFIC의 여행 추적 대시보드(10월 30일): 중국 본토를 제외한 항공 교통 회사