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Huazhu Group (HTHT US)
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179
Analysis
Consumer Discretionary
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China
Huazhu Group Limited operates a hotel operator and franchisor. The Company provides hotel leasing, directly hotel operation, and co-development services. Huazhu Group mainly conducts businesses in China.
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bearish
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Fosun Tourism
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03 Dec 2018 08:08
Fosun Tourism IPO, Part 2: Valuation Reasonable, But Story Remains Unexciting
In our first note on Fosun Tourism (1638664D HK)'s planned Hong Kong IPO from a few months ago, we concluded that the resort developer-operator...
Daniel Hellberg
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444 Views
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bearish
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Fosun Tourism
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30 Nov 2018 09:12
Fosun Tourism IPO Valuation: Not Attractively Valued Given Low ROIC
Based on IPO price range of HK$15.60 to HK$20 per share, we do not think Fosun Tourism (1638664D HK) is attractively valued. At mid-point of IPO...
Johannes Salim, CFA
515 Views
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bearish
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Thematic (Sector/Industry)
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15 Nov 2018 08:55
China Consumption: Slow-Down Deepening?
A big question for investors at this juncture is if China (macro) consumption has slowed down and what kind of slow-down (major or mild one) it...
Johannes Salim, CFA
481 Views
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bearish
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Tongcheng Travel Holdings
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14 Nov 2018 07:38
Tongcheng-ELong IPO: Our 'Two Cents' on Valuation of Tencent's Online Travel Business
This brief note will examine Tencent Holdings (700 HK)-backed Tongcheng-ELong's relatively low Monetization Rate on the transactions handled...
Daniel Hellberg
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464 Views
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bearish
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Trip.com
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08 Nov 2018 11:41
Ctrip Q318 Results: BAD (Increasing Margin Pressure) > GOOD (Bottoming of Revenue Growth)
Ctrip.Com International (Adr) (CTRP US) reported Q318 earnings results after hours on Wednesday, November 7th that include a mix of good and bad.On...
Daniel Hellberg
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542 Views
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