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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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bullish
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Huazhu Group
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26 Feb 2018 10:30
In Five Charts, China Lodging Group (HTHT:US) Shows Why Ctrip's Role Is Diminishing
Since we began writing here at Smartkarma almost two years ago, we have been arguing that Ctrip.com International (ADR) (CTRP US) and other travel...
Daniel Hellberg
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236 Views
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bearish
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Trip.com
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08 Jan 2018 09:22
2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
Daniel Hellberg
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255 Views
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bullish
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Thematic (Sector/Industry)
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01 Jan 2018 07:06
TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'
Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...
Daniel Hellberg
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319 Views
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bullish
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Banyan Tree Holdings
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12 May 2017 07:10
Banyan Tree 1Q17 Results Show Bottom Line Improvement; NAV Per Share at 0.73 SGD
Luxury hotel chain operator Banyan Tree Holdings Ltd (BTH SP) saw an improvement in underlying net profit versus the same period last year. EPS...
Nicolas Van Broekhoven
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261 Views
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bearish
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Trip.com
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15 Sep 2016 05:35
Tough Road Ahead: Some of Ctrip.com's Key Addressable Markets Are Shrinking
After Ctrip.com International (ADR) (CTRP US) recently surprised investors by raising US$2.1 bn via new equity and convertible notes (see Ctrip.com...
Daniel Hellberg
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195 Views
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