Meituan Dianping (3690 HK): Lock-Up Expiry - Good 4Q18 Required
Meituan Dianping (3690 HK)'s shares currently trade 18% below its IPO price of HK$69.00 per share. Meituan will announce its 4Q18 results on...
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Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
422 Views
Meituan Dianping (美团点评): Thoughts Before Lock-Up Expiry
Meituan Dianping, the largest O2O platform in China, was listed on September 20th last year and lock-up expiry will be on March 20th. The stock has...
553 Views
Ctrip (CTRP): Overcame Two Difficulties in Q4, But Market Over-Reacted to “Global No. 1”
* The recovery in 4Q2018 shows that CTRP has already survived the new law and the new competitor in 2018.* We believe EPS will grow 12% in 2019.*...
293 Views
Last Week in Event SPACE: Kosaido, Descente, Panalpina, Ophir, RPC, Baidu, CJ Corp
Last Week in Event SPACE ... Something is up as Kosaido Co Ltd (7868 JP)'s shares trade almost 40% through terms and back down - still 18% through...
575 Views