TravelSky Technology Ltd. (0696-HKG)

Like Amadeus and Sabre, this is a GDS (global distribution) company that helps reservation systems . They have a virtual monopoly in China. Experiential consumption (including travel) is growing rapidly in China and every time a reservation is booked in China, it gives them income. TravelSky is state-owned, but owned by the Chinese airline companies, rather than competing with them. It has a long runway. (Analysts’ price target is 27.09 HKD)

They are a global distribution system that allows airline reservations. That market is growing in leaps and bounds in China. They can’t be competed with by North American systems. (Analysts’ target: HK$24.58).