Ctrip (CTRP) C2Q18 Preview: User Experience Improvements Continues
● We cut revenue est. for 2Q, 3Q, and 4Q by 1.1%, 1.6%, and 1.3%, respectively, to reflect more than expected customer-centric principle (CCP)...
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Meituan Dianping IPO: The "Next Big Thing"?
A close look at Meituan Dianping (MEITUAN CH) reveals that the market could value the company as the "Next Big Thing" given its dominance and...
768 Views
Meituan Dianping IPO: Understand the Moat From 3 Company Milestones
Meituan Dianping, the largest online-offline service provider in China, has filed for listing on the Hong Kong Stock Exchange. In our previous...
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Yong Tai (YTB MK): Attended Grand Launch of Encore Melaka Show; Stock Trades at 5x FY19 EV/EBITDA
We attended the official launch of the Encore Melaka: Impression Series show over the weekend. The event was hosted in the brand new purpose-built...
479 Views
Meituan-Dianping IPO, Part 1: Role in China's Travel Segment, Comparison to Incumbent Ctrip.com
Meituan-Dianping ('Meituan'), an online consumer services platform with leading positions in China’s food delivery, in-store dining, and hotel...
703 Views