Fosun Tourism IPO, Part 2: Valuation Reasonable, But Story Remains Unexciting
In our first note on Fosun Tourism (1638664D HK)'s planned Hong Kong IPO from a few months ago, we concluded that the resort developer-operator...
613 Views
Huge Data Breach at Huazhu Group: Why It Looked Bad (At First), & Why It's (Probably) Not Fatal
On August 28th, local and international media began reporting a large data breach at leading Chinese hotel chain Huazhu Group (HTHT US) after an...
515 Views
Ctrip's Reports on 'Golden Week' Suggest Tepid Domestic Tourism & A Steep Decline in Trips to US
Last week Ctrip.Com International (Adr) (CTRP US) published two reports summarizing the data it collected on Chinese travel trends during the long...
702 Views
TRACKING TRAFFIC/Chinese Tourism:Â In August, Chinese Tourists Definitely Stayed Closer to Home
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
545 Views
Fosun Tourism IPO, Part 1: Back to the Beach With Club Med! | But Is This a 'China' Play?
Earlier in September Fosun Tourism (1638664D HK) filed a prospectus in preparation for listing in Hong Kong. Terms of the offering have not yet...
874 Views