CTRIP 2Q17 Earnings: EPS Beats Thanks to Non-Op Income; Guidance In-Line
What You Need to Know Revenue in-line; earnings beat expectations. Revenue grew 45% YoY to RMB 6.4b, while EPS increased ~12x YoY to RMB1.49...
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ZhongAn Online P&C Insurance IPO Preview: How to Justify Its Valuation (Part 2)
In part 1 of our IPO coverage of ZhongAn Online P&C Insurance, we covered the company's background, reliance on its partner ecosystems and...
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ZhongAn Insurance IPO Preview: How Long Will Early Bird Advantage Last? (Part 1)
ZhongAn Insurance, the largest online P&C insurance company in China, is planning to raise USD1.5bn. In this insight, we will look at the...
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Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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The Week that Was in Greater China@SmartKarma: A Himalayan Spat, Bull Vs Bear, & Wanda's Wonderland
This is the 13th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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