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Trip.com (TCOM US)
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555
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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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bearish
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Fosun Tourism
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03 Dec 2018 08:08
Fosun Tourism IPO, Part 2: Valuation Reasonable, But Story Remains Unexciting
In our first note on Fosun Tourism (1638664D HK)'s planned Hong Kong IPO from a few months ago, we concluded that the resort developer-operator...
Daniel Hellberg
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439 Views
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bearish
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Tongcheng Travel Holdings
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26 Nov 2018 13:04
Tongcheng-ELong (同程艺龙) Post-IPO Trading Update - Stronger than Expected Listing Performance
Tongcheng-Elong Holdings Ltd (780 HK) (TCEL) raised just over US$180m at HK$9.80 per share, close to the bottom end of its IPO price range. We have...
Zhen Zhou, Toh
426 Views
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bearish
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Meituan
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26 Nov 2018 11:25
Meituan-Dianping Q318 Results: In Food Delivery Segment, Crucial Disclosures Evaporated Post-IPO
This note on Meituan Dianping (3690 HK) Q318 results is split into two main parts: A quick segment-by-segment review of results A closer look at...
Daniel Hellberg
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403 Views
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bearish
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Baozun Inc.
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20 Nov 2018 00:02
Baozun - Customer Disintermediation Due to Obsolete Business Moat - SELL
We cut Q4 2018 GMV from 50% to 35% YoY, given Baozun Inc. (BZUN US) catastrophic miss last weekend during the 11.11 holiday sales. We estimate...
JL Warren Capital
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698 Views
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bearish
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Babytree Group
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19 Nov 2018 11:47
Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
Rickin Thakrar
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643 Views
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