Meituan-Dianping IPO, Part 2: Food Delivery Segment Boasts Amazing Growth & Unclear Path to Profits
textMeituan-Dianping (Meituan Dianping (MEITUAN CH), aka âMeituanâ), an online consumer services platform with leading positions in Chinaâs food...
646 Views
Meituan-Dianping IPO, Part 1: Role in China's Travel Segment, Comparison to Incumbent Ctrip.com
Meituan-Dianping ('Meituan'), an online consumer services platform with leading positions in Chinaâs food delivery, in-store dining, and hotel...
865 Views
Pinduoduo IPO Preview: The Real Deal
Walnut Street Group (1631938D US) operates Pinduoduo (1427881D CH), which is a leading e-commerce platform in China backed by Tencent Holdings Ltd...
1.9k Views
2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
414 Views
Actions & Words Show Priceline-Ctrip Relationship Tipping Towards Competition, Away from Cooperation
Lost in the noise around Priceline Group Inc/The (PCLN US)'s third quarter results (pretty good) and fourth quarter guidance (not so good) is the...
312 Views