TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
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(Some) Promises Kept in 1Q19, but Retaining Sell Rating and $36 Target Price for Ctrip.com
When Ctrip.Com International (Adr) (CTRP US) reported 4Q18 results in early March, management committed to two objectives in 2019: lifting market...
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HK Connect Ideas: ICBC and Tencent (2019-05-17)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
523 Views
HK Connect Ideas: Tencent Inflows and Geely Outflows (2019-05-10)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
551 Views
HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
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