Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
310 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
361 Views
Trip.com - Queen of Corona
C-Trip to Signifcantly Be Punished: Mainland China will be at the epicenter of this tourism slowdown. Trip.com is key player in the local tourism...
351 Views
Aequitas 2020 Asia IPO Pipeline - Busy Year Ahead
In this note, we aim to highlight the Asia Pacific IPO pipeline for 2020. This list has been compiled on a best effort basis from tracking the...
549 Views
Tencent (700 HK): Promising Mini-Programs in WeChat
Link (leads) advertising revenues increased 53% in 2019. Retailers’ GMV (Gross Merchandise Value) from WeChat mini-programs increased 160% YoY in...
447 Views