ECM Weekly (13 September 2020) - Ant Group, Joy Spreader, Chindata, Huazhu Secondary, Converge ICT
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. In...
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Huazhu HK Secondary Listing - Needs the Money but Looks Toppish
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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Tongcheng-ELong (780 HK) Q2 Results Reflect Changing Travel Patterns, Stubbornly High OpEx
point 1 point 2 point 3 conclusions
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TRACKING TRAFFIC/Chinese Tourism: Outbound Still Stagnant | Domestic Rebound Suggests Wary Consumer
Chinese outbound travel remained stagnant in July. We will watch closely to see if relaxed travel restrictions in a few markets result in a surge...
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