TRACKING TRAFFIC/ 2020 Review | 2021 Preview | Potential IPOs in Logistics, Transportation & Travel
In this year-end piece we review key themes of 2020, look forward to emerging trends of 2021, and highlight some exciting companies that could...
376 Views
Airbnb Upped the Price By 20-27%: Still Plenty of Value Left
As Airbnb upped the IPO price range from $44-50 per share to $56-60 per share, we update our valuation below. Even though Airbnb is not exceedingly...
269 Views
Airbnb IPO - Peer Comparison and Valuation - Smaller but Nimbler, Possible COVID Winner
Airbnb aims to raise up to US$3.1bn in its US listing. Even at the revised price range, the stock is still at a discount to booking.com.
319 Views
TRACKING TRAFFIC/Three Suggested Pair Trades in Travel, Express & Shipping
We're introducing a monthly pair trade idea product to go along with our monthly products covering Chinese travel and tourism, Chinese express, and...
246 Views
China Internet Weekly (7Dec2020): Alibaba Withdrawing from India and Domestic Music Market
Alibaba (BABA) are selling BigBasket.com to Tata Group in India and will dismiss Xiami Music in China. Xiaomi will issue new shares.
230 Views