China Southern Airlinesに関するコメント

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: China Southern Airlines – Buy Target Price HK$4.50; RMB6.30 - Alpha Edge Investing
$南方航空(01055.HK)$$China Southern Airlines(600029.SH)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Optimism in the air for European and Asian airlines – Global Aviation – Airlines - Alpha Edge Investing
$デルタ航空(DAL.US)$$キャセイ航空(00293.HK)$$China Southern Airlines(600029.SH)$$南方航空(01055.HK)$

1. Hong Kong to Launch Saudi Arabia-Focused ETF, Offering Access to World's Third Largest Company
The proposed ETF will become an indirect way to invest in Saudi Aramco, the world’s largest and most valuable oil company with a market capitalization of $2.1 trillion. That makes it the world’s 3rd largest company next to Apple and $マイクロソフト(MSFT.US)$. A launch of the ETF will certainly attract significant flows of investment into Hong K...

Goldman Sachs: The National Day tourism data, together with the still above-50 September services PMIs, suggest the services recovery has decelerated but continues. We believe additional policy easing will be necessary for further recovery in consumption and service.
$iShares MSCI China ETF(MCHI.US)$$Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$$阿里巴巴集団(09988.HK)$$アリババ・グループ・ホールディング(BABA.US)$$美団点評(03690.HK)$$Meituan ADR(MPNGY.US)$$TRIP.COM-S(09961.HK)$$トリップ・ドット・コム・グループ(TCOM.US)$$南方航空(01055.HK)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Fly with CX as Chinese carriers continue to miss the mark – Regional Aviation: Airlines - Alpha Edge Investing
$China Eastern Airlines Corporation(600115.SH)$$Air China Limited(601111.SH)$$China Southern Airlines(600029.SH)$$キャセイ航空(00293.HK)$

$中国国際航空(00753.HK)$$南方航空(01055.HK)$$東方航空(00670.HK)$
UOB KH has a buy rating with tp of HKD6.32. They have sell ratings on China South Air and China East Air with tp of HKD3.68 and HKD2.35 respectively.
Based on their respective preliminary earnings guidance, all three major Chinese airlines were still loss-making in 2Q23, missing their expectations of a turnaround in 2Q23. Excluding one-offs and forex losses (seen by all three airlines), CSA and Air China wer...

TENCENT announced that it has collaborated with CHINA SOUTH AIR $南方航空(01055.HK)$ and jointly established a "China Southern Airlines-Tencent" Aviation Safety and Simulation Research Laboratory.
They also launched a new generation of visualization systems based on CHINA SOUTH AIR's virtual display technology and TENCENT's self-developed game engine technology, achieving a technological bre...

$南方航空(01055.HK)$
KGI has a TA target of HKD4.95.
China Southern Airlines is principally engaged in the operation of civil aviation, including the provision of passenger, cargo, mail delivery and other extended transportation services. The Company operates through two business segments, including Airline Transportation segment and Other segment. Airline Transportation segment consist of passenger and cargo and mail operations. Other segment includes hotel and tour operation, ground ser...

According to data from $阿里巴巴集団(09988.HK)$ 's travel service platform Fliggy, orders in the platform during this year's 618 festival grew 160% YoY, with transacting users doubling YoY. At the same time, booking verification for sold items during the festival also significantly advanced and improved. Fliggy expected that travel demand will continue to recover healthily during th...