Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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58.com: Done Deal If Tencent Joins Consortium
Back on the 2 April, China's 58.Com Inc (WUBA US) received a preliminary, nonbinding proposal from Ocean Link Partners, at $27.50 per Class A or...
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Smartkarma Originals
TRACKING TRAFFIC’s Travel Tracker Dashboard
We are launching a new monthly product designed to track regional tourism activity, with an emphasis on Chinese tourism. The objectives of this...
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Chinese Domestic Tourism Demand to Recover Ahead of Outbound Travel, Boosting Huazhu Group (HTHT:US)
Although Chinese travel demand was decimated in Q1 2020, we believe there is already a gradual recovery underway, led by a resumption in domestic...
361 Views
China Internet Weekly (20Apr2020): BABA Moved Meituan’s Sharing Bikes to Remote Locations
Alibaba (BABA)’s bike-sharing subsidiary moved Meituan (3690 HK)’s bikes to remote locations many times. Meituan called the police. Restaurant...
291 Views