TRACKING TRAFFIC/Chinese Tourism: Outbound Traffic Growth Collapses, Domestic Activity Still OK
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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Meituan Dianping (美团点评) IPO: New Data, Mobike, Liquidity and Refined Valuation (Part 4)
Book building for Meituan Dianping's institutional tranche commenced on September 4th with cornerstone investors taking up 34% to 41% of the base...
702 Views
Meituan Dianping (美团点评) IPO: Thoughts on Valuation - The Market Structure and the Variables (Part 3)
Meituan Dianping is said to launch its book building on September 3rd next week. We covered the company's fundamentals in our previous two...
1k Views
Meituan Dianping IPO Preview: Unpalatable Valuation Due to Structural Limitations
Meituan Dianping (MEITUAN CH) is set to kick off its IPO roadshow on 3 September and will be listed on the Hong Kong Exchange on 20 September....
703 Views
Airbnb's Network Effect Offers Investors a Unique Stay
An early look at Airbnb's market opportunity, competitive position, stewardship, and valuation ahead of its impending IPO. Airbnb's Rare Network...
590 Views