Chinese New Year Travel Market: Roundup And Implications
Total domestic travelers in China was up 23.1% in CNY. Tongcheng-Elong, Trip.com, Huazhu Group, Fosun Tourism, China Southern Airlines and China...
484 Views
Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
730 Views
China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
511 Views
Merger Arb Mondays (03 Aug) - Taiyo, NS United, Future, Kakaku, Shinko Shoji, Dida, ASM, Accent
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 Views
Trip.com Pays US$770M in Fines, Illegal Profits, Deposits To Resolve Investigation into Abuses
Last week Trip.com announced the resolution of an investigation into anti-competitive practices in China's domestic hotel segment. This is the...
151 Views