TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
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Yum China (YUMC): Still Yummy?
On the last quarterly earnings, Yum China Holdings, Inc (YUMC US) management stated that they have successfully fended off the inflated chicken raw...
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HK Connect Flows: Strongest Inflows of $2.5 Bn in a Year
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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More and More Signs Virus Accelerating Online Services Expansion; Online to Surpass Offline by 2021
The outbreak of COVID19, the coronavirus that originated from China, presents a major catalyst for Chinese tech firms to accelerate the adoption of...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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