China Consumption Weekly (18 Mar 2024): Great Wall, KE, Tuniu, Tuhu Car, Boss Zhipin, Weibo
The company denied that many employees have resigned recently. Many small companies grew strongly, such as Tuniu up by 140% and Kanzhun up by 46%....
610 Views
Trip.com Secondary Listing: No Heads in the Clouds
Trip.com passed its HKEx listing hearing to raise up to $1-2bn through a secondary listing. We think that Trip.com is an attractive play on travel...
466 Views
JD.com: 2Q20: In a Groove
JD.com Inc (ADR) (JD US) share price has more than doubled in the last twelve months and up 87% YTD as revenue growth rebounded and margins...
407 Views
TRACKING TRAFFIC/Chinese Tourism: May Firmer, but HK & Macau Boom Suggests Tourists Pinching Pennies
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese...
683 Views
Ctrip (CTRP): Overcame Two Difficulties in Q4, But Market Over-Reacted to “Global No. 1”
* The recovery in 4Q2018 shows that CTRP has already survived the new law and the new competitor in 2018.* We believe EPS will grow 12% in 2019.*...
490 Views