ENTITY
Trip.com

Trip.com (TCOM US)

597
Analysis
Consumer DiscretionaryChina
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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bearishFosun Tourism
20 Sep 2018 08:45

Fosun Tourism IPO, Part 1: Back to the Beach With Club Med! | But Is This a 'China' Play?

Earlier in September Fosun Tourism (1638664D HK) filed a prospectus in preparation for listing in Hong Kong. Terms of the offering have not yet...

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bullishMeituan
13 Sep 2018 06:37

Meituan Dianping IPO: Mobike’s Economics – A Deep Dive

With Meituan Dianping (3690 HK) expected to price in the upper half of its IPO price range, we take a deep dive into the economics of Mobike, its...

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bullishMeituan
06 Sep 2018 13:14

Meituan Dianping (美团点评) IPO: New Data, Mobike, Liquidity and Refined Valuation (Part 4)

Book building for Meituan Dianping's institutional tranche commenced on September 4th with cornerstone investors taking up 34% to 41% of the base...

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bearishTrip.com
06 Sep 2018 08:36

Ctrip: Q218 Results Met Guidance, But Growth Remains Sluggish, & Meituan Gaining Hotel Share

On Wednesday evening in New York, Ctrip.Com International (Adr) (CTRP US) reported Q218 results that generally met expectations and management...

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bearishMeituan
05 Sep 2018 08:31

Meituan-Dianping IPO, Part 4: Proposed Price Range, Jan-Apr Results, & A Lesson From Groupon

On September 4th, HKEX published an updated prospectus for Meituan Dianping (MEITUAN CH) for which we provided a link at the end of this report....

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