Is Chinese Tourism Really a 'Growth' Industry?
The effects of the Covid19 pandemic aside, we believe strong (10%+) growth in underlying Chinese tourism demand is becoming more elusive.
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Dida Pre-IPO - Making Hay While Big Brother Retreats
Dida, a technology driven mobility platform in China, aims to raise around US$400m in its Hong Kong IPO. The company is backed by JD.com,...
412 Views
New Warrants & DLCs tracking BYD, Meituan, AliHealth & Ping An Health
Investors can now gain exposure to a wider range of Hong Kong stocks via SGX-listed Warrants and DLCs with recent new listings. Warrants and...
304 Views
China Internet Weekly (12Oct2020): Tourist Number Recovered to 80% of Last National Day Holidays
China's National Day tourists reflect how much the economy recovered. The holidays were from October 1 to 8. We believe people were willing to...
238 Views
Asia Short Interest Weekly: Tencent, HSBC, Netease, Kubota, DoCoMo, Kakao, LG Chem, Largan, UMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
358 Views