Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

What Investors Should Be Asking About A Brexit

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one of the fastest growing E-commerce company not just in Korea, but in the world. Coupang is the largest "start-up" in Korea in history. Ever since Softbank invested US$1 billion in Coupang in 2015, some of the key questions that have been raised include "Will Coupang focus its business in Korea only and what is its expansion plans in China?" Coupang has…

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one of the fastest growing E-commerce company not just in Korea, but in the world. Coupang is the largest "start-up" in Korea in history. Ever since Softbank invested US$1 billion in Coupang in 2015, some of the key questions that have been raised include "Will Coupang focus its business in Korea only and what is its expansion plans in China?" Coupang has…

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

Ctrip.com subsidiary Qunar Cayman Islands $QUNR announced on June 23rd it had received a preliminary offer from private equity firm Ocean Management Ltd. to go private at $30.39 per ADR, a 15% premium to Wednesday's close. The ADRs quickly traded up to within 5% of the offer price.The preliminary offer is for all shares not owned by a significant shareholder. Based on the wording of the initial offer letter, it appears that Ocean Management's initial focus is obtaining the ~55% of Qunar shares N…

Ctrip.com subsidiary Qunar Cayman Islands $QUNR announced on June 23rd it had received a preliminary offer from private equity firm Ocean Management Ltd. to go private at $30.39 per ADR, a 15% premium to Wednesday's close. The ADRs quickly traded up to within 5% of the offer price.The preliminary offer is for all shares not owned by a significant shareholder. Based on the wording of the initial offer letter, it appears that Ocean Management's initial focus is obtaining the ~55% of Qunar shares N…

Go-Private Offer for Qunar Might Give Ctrip.com an Exit Strategy

Air China (753:HK) and its main domestic rivals have reported operating statistics for May, and the numbers are mostly solid, in our view. Overall traffic at Air China, measured in RPKs, increased by 8% YoY in May. As has been the case for many months, International traffic (+10% YoY) led the way, though Domestic traffic was also solid (+7% YoY). With demand growth largely in-line with capacity expansion, passenger load factor remained solid at 77.9% in May.Notably, Air China's International…

Air China (753:HK) and its main domestic rivals have reported operating statistics for May, and the numbers are mostly solid, in our view. Overall traffic at Air China, measured in RPKs, increased by 8% YoY in May. As has been the case for many months, International traffic (+10% YoY) led the way, though Domestic traffic was also solid (+7% YoY). With demand growth largely in-line with capacity expansion, passenger load factor remained solid at 77.9% in May.Notably, Air China's International…

Air China May Traffic Figures Remain Solid

After a review of Q1 results, we retain our negative view of Ctrip's medium-term fundamentals.Ctrip's IR team did not respond to multiple requests for more information on +318 mn rmb in 'other income' (non-operating) on Q1's income statement, nor did management address the item in their conference call Wednesday evening. None of the banks' analysts who had a chance to ask questions during the call brought the item up, either. And as far as we can tell, management did not previously flag an item…

After a review of Q1 results, we retain our negative view of Ctrip's medium-term fundamentals.Ctrip's IR team did not respond to multiple requests for more information on +318 mn rmb in 'other income' (non-operating) on Q1's income statement, nor did management address the item in their conference call Wednesday evening. None of the banks' analysts who had a chance to ask questions during the call brought the item up, either. And as far as we can tell, management did not previously flag an item…

More Thoughts on Ctrip.com Q1; Remain Short

China

Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.

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Trip.com (TCOM US)

What Investors Should Be Asking About A Brexit

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged...

David Riedel

Is Coupang Ready to Expand in China?

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one...

Douglas Kim

Go-Private Offer for Qunar Might Give Ctrip.com an Exit Strategy

Ctrip.com subsidiary Qunar Cayman Islands $QUNR announced on June 23rd it had received a preliminary offer from private equity firm Ocean...

Daniel Hellberg

Air China May Traffic Figures Remain Solid

Air China (753:HK) and its main domestic rivals have reported operating statistics for May, and the numbers are mostly solid, in our view. Overall...

Daniel Hellberg

More Thoughts on Ctrip.com Q1; Remain Short

After a review of Q1 results, we retain our negative view of Ctrip's medium-term fundamentals.Ctrip's IR team did not respond to multiple requests...

Daniel Hellberg

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