HSCEI - Implications of Proposed Changes: WVR, Secondary Listings, Red/P-Chip Selection Criteria
Hang Seng Indexes Limited (HSIL) released a consultation paper during the lunch break today on proposed changes to the Hang Seng Index (HSI) and...
633 Views
China Internet Weekly (13Jan2020): Police Arrested 20 of Meituan's Employees for Corruption
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
406 Views
Luckin Coffee: As Tea Story Unfolds, Stock up 114% (From May IPO); Expect an Upbeat 2020
Luckin Coffee (LK US) ends the year on a high note - up 114% since May IPO at USD17 (+79% vs listing day close price) - as it projects prospects of...
596 Views
2020 High Conviction: Overweight Tongcheng-Elong (780:HK) A Prime Acquisition Target for Trip.com
China lower tier cities driving online travel agency (“OTA”) market growth. As of 1H19, lower tier cities accounted for ~90% of the growth in...
1.1k Views
Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing
Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...
641 Views