HSBC's Parash Jain on Transport Stocks Amid Golden Week

The transcript discusses the valuation and capacity issues of Cathay Pacific, the recovery of domestic and international travel markets, and the trends affecting airfares. It also covers the shipping industry's current state, including container shipping rates and future profitability predictions, with a focus on the impact of China's stimulus on the bulk industry.

What are the anticipated trends in shipping container rates as discussed?

How does the text describe the profitability of the shipping industry for the upcoming year?

What is the significance of the buyback plan mentioned for Equimolar Musk?