Opinions
Mark Grammer
TravelSky Technology Ltd.
0696-HKG
TOP PICK
Mar 22, 2018
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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)