New Oriental Hong Kong Secondary - Might Be Relatively Small
New Oriental Education (EDU US) plans to raise around US$1bn in its secondary listing in Hong Kong. While the company has filed its PHIP, the exact...
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Is Chinese Tourism Really a 'Growth' Industry?
The effects of the Covid19 pandemic aside, we believe strong (10%+) growth in underlying Chinese tourism demand is becoming more elusive.
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GDS Holdings Hong Kong Secondary - Hot Sector, Needs the Money
Gds Holdings (Adr) (GDS US) plans to raise around US$1bn in its secondary listing in Hong Kong. Media reports indicate that the deal could be...
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China's 'Golden Week': Headline Tourism Numbers Hardly Shine
Contrary to some, we do not believe headline tourism numbers from the recent Golden Week suggest improving conditions in China's domestic travel...
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