Meituan Dianping (3690 HK): Lock-Up Expiry - Good 4Q18 Required
Meituan Dianping (3690 HK)'s shares currently trade 18% below its IPO price of HK$69.00 per share. Meituan will announce its 4Q18 results on...
359 Views
Meituan Dianping (美团点评): Thoughts Before Lock-Up Expiry
Meituan Dianping, the largest O2O platform in China, was listed on September 20th last year and lock-up expiry will be on March 20th. The stock has...
535 Views
Spotify: Playbook for Online Platforms to Turn Profitable - Implications for Meituan Dianping
Our analysis of how Spotify Technology Sa (SPOT US) turned profitable in 4Q18 reveals three key ingredients: critical mass in sales, GM...
534 Views
TRACKING TRAFFIC/Chinese Tourism: HK & Macau Gained 'Share' in December, Continuing H218 Trend
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. This monthly report features analysis of Chinese...
560 Views
Teasing Updates on CaiNiao Network & Ele.me Out of Alibaba's Q3 Results
A set of generally solid Q3FY19 earnings results from Chinese e-commerce giant Alibaba Group Holding (BABA US) also yielded some interesting...
553 Views