China Travel Intl Inv (308 HK): Here Comes My Turn!
HK-China border opening, revival in domestic tourism, supportive measures and upgrade in attractions are some key drivers for an increasing...
420 Views
Oyo and Softbank Group - This Would Be Generously Valued at $4-7bn but that Keeps CEO Under Water
An Oyo listing is a likely win for Softbank, which owns 47% for a mere $1.1bn but pricing talk of $10-12bn is optimistic compared to the $4-7bn...
301 Views
Trip.com (TCOM): Recovery Sign
Time to change the stereotype of travel agency. Tourist number has fully recovered in China. Trip’s corporate revenue also recovered. Families like...
459 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Last Week in Event SPACE: SingTel, Bharti Airtel, Kerry Logistics, Milton, Jardine Matheson
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
451 Views