GDS Holdings Hong Kong Secondary - Hot Sector, Needs the Money
Gds Holdings (Adr) (GDS US) plans to raise around US$1bn in its secondary listing in Hong Kong. Media reports indicate that the deal could be...
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China's 'Golden Week': Headline Tourism Numbers Hardly Shine
Contrary to some, we do not believe headline tourism numbers from the recent Golden Week suggest improving conditions in China's domestic travel...
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China Internet Weekly (12Oct2020): Tourist Number Recovered to 80% of Last National Day Holidays
China's National Day tourists reflect how much the economy recovered. The holidays were from October 1 to 8. We believe people were willing to...
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Trip.com – All Systems Go
Trip.com - All Systems Go: Travel during Golden Week, and C-Trip looks to be biggest beneficiary as largest online travel agency.
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Naspers: “Double” Discount Warranted? The Search for a Catalyst Continues
Since the listing of Prosus, we have seen a “double” discount to listed NAV manifest at Naspers. I take a closer look at the top reasons for this...
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