Jinmao Hotels (6139 HK) In The Cross Hairs
After gaining ~40% in the three trading days to close last week, Jinmao Hotel & Jinmao (China) Hotel Investments and Management Limited (6139...
404 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Bounces | Domestic Firms | Fosun IPO, Visas, Hawaii
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
506 Views
Fosun Tourism IPO, Part 2: Valuation Reasonable, But Story Remains Unexciting
In our first note on Fosun Tourism (1638664D HK)'s planned Hong Kong IPO from a few months ago, we concluded that the resort developer-operator...
440 Views
Huge Data Breach at Huazhu Group: Why It Looked Bad (At First), & Why It's (Probably) Not Fatal
On August 28th, local and international media began reporting a large data breach at leading Chinese hotel chain Huazhu Group (HTHT US) after an...
365 Views
Ctrip's Reports on 'Golden Week' Suggest Tepid Domestic Tourism & A Steep Decline in Trips to US
Last week Ctrip.Com International (Adr) (CTRP US) published two reports summarizing the data it collected on Chinese travel trends during the long...
440 Views