Baidu Considering a Secondary Listing in Hong Kong
Just months after the successful secondary listing of Alibaba shares on the Hong Kong stock exchange, a number of overseas listed Chinese companies...
564 Views
2020 High Conviction: Overweight Tongcheng-Elong (780:HK) A Prime Acquisition Target for Trip.com
China lower tier cities driving online travel agency (“OTA”) market growth. As of 1H19, lower tier cities accounted for ~90% of the growth in...
1.2k Views
Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing
Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...
713 Views
Trip.com (TCOM): Channel Checks Suggest Market Share Expansion in the US
We talked to several owners of US local travel agencies. We believe TCOM will take over the majority of Chinese travelers from US agencies...
778 Views
China Internet Weekly (16Dec19): Tencent Broke Through Resistance Line
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
410 Views