TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
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(Some) Promises Kept in 1Q19, but Retaining Sell Rating and $36 Target Price for Ctrip.com
When Ctrip.Com International (Adr) (CTRP US) reported 4Q18 results in early March, management committed to two objectives in 2019: lifting market...
615 Views
GreenTree Hospitality Placement: Still Lacks a Credible Reason for Fund Raising
GreenTree filed Form-3 after market close yesterday, for potential placement of up to USD 155 million. In this insight, we will revisit our earlier...
558 Views
Re-Initiating Coverage of Ctrip.com: Challenges to Resurface in 2H19
Ultimately, low monetization and high Sales and Marketing expenses will prevent Ctrip.Com International (Adr) (CTRP US) from mirroring online...
394 Views
New Century Hotel (浙江開元酒店) IPO Review - Higher ADR and RevPAR than Peers but Margins Fall Short
Zhejiang New Century Hotel Management Group (1158 HK) (NCH) is looking to raise up to US$179m in its upcoming IPO.NCH is riddled with related party...
529 Views