China Eastern Air, China Southern Downgraded by Daiwa

The video discusses the market reaction to airline valuations, comparing domestic and international travel recovery. It explores the profitability and risks for Chinese airlines, evaluates Cathay Pacific's stock, and examines the growth and competition in the EV market. The discussion also covers trends in hybrid and pure electric vehicles and the impact of government subsidies on the EV market.

What was the market's reaction to airline stocks due to recovery programs?

• Mixed reactions with no clear trend

• Positive reaction due to recovery programs

• No reaction observed

• Negative reaction due to high costs

What is the outlook for Chinese airlines' profitability until international travel returns?

• No change in profitability

• Significant losses expected

• Small losses expected

• High profits expected

What is the expected growth rate for the EV market this year?

• 50%

• 32%

• 10%

• 75%

Which company is mentioned as a competitor to NEO in the EV market?

• General Motors

• Tesla

• Ford

• Volkswagen

What is the current trend in consumer preference for vehicles in China?

• Preference for hybrid vehicles

• Preference for diesel vehicles

• Preference for pure electric vehicles

• Preference for gasoline vehicles

How much is the government subsidy for EVs expected to be cut this year?

• 30%

• 20%

• 40%

• 10%

What was the major subsidy cut for EVs in 2019?

• 50%

• 60%

• 70%

• 80%