Vietnam's Tourism Sector: Come for Boom In Int'l Visits, Stay for Domestic Growth (& Maybe Gaming)
We believe the growth of Vietnam's tourism sector presents an attractive near- and long-term investment theme.In the near-term, Vietnam will...
257 Views
CTRIP Southbound
CTRIP was already showing a weak technical picture given the impulsive decline from the 60 region after breaking immediate trend support at 56....
131 Views
China Bans Group Tours to Japan
We heard directly from Chinese tour companies and online travel angencies that the Chinese authority had issued verbal instructions to travel...
455 Views
ZhongAn Online P&C Insurance IPO: Softbank Is Investing, Why and So-What
ZhongAn Online P&C (6060 HK) launched its IPO this week, targeting to raise USD1.5bn. We have covered the company's fundamentals in our...
1.7k Views
Chinese Int'l Travel & Spending Stagnate as Tourists Skew Younger, 'Poorer', More Independent
Chinese tourist activity within the Asian region remained weak in July, with Chinese arrivals down -0.8% Y/Y at several key regional destinations...
189 Views