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Trip.com (TCOM US)
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555
Analysis
Consumer Discretionary
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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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bullish
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Tencent
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15 Jul 2021 09:33
Tencent (700 HK): Meituan Wins in Mini-Program, But Actually Tencent Wins
Apps are over-crowded in mobile handsets and the time of mini-program is coming. WeChat is the largest mini-program platform. We raise a case of...
Ming Lu
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229 Views
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bullish
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Asian Paints
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13 Jul 2021 13:51
India Channel Insight | Asian Paints, Ashok Leyland, Makemytrip, Stove Kraft
In this Insight, we present our takeaways from channel interactions that are focused on Asian Paints, Ashok Leyland, Makemytrip Ltd and Stove Kraft
Pranav Bhavsar
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276 Views
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bullish
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Kaspi.KZ
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07 Jul 2021 23:57
Kaspi.kz - A Superior-Quality Trio
Kaspi.kz is an exceptional "Super App" business winning sustainably in all three verticals where it operates in a rapidly-developing but often...
Steven Chen
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251 Views
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bearish
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DiDi Global
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06 Jul 2021 01:56
PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
Kyle Rudden
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311 Views
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bullish
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Hutchmed China Ltd
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19 Jun 2021 17:09
HutchMed Secondary Listing: HK-ADS Premium/(Discount) Views
HutchMed has launched a $603 million secondary listing on HKEx. In this note, we will look at HutchMed’s potential HK-ADS premium/(discount).
Arun George
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309 Views
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