Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
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Fosun Tourism IPO Preview – A Debt-Fueled Hangover
Fosun Tourism (1638664D HK) has start pre-marketing its IPO in order to raise $1bn USD. We note the following points: Intro to Fosun Tourism A...
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Ctrip Q318 Results: BAD (Increasing Margin Pressure) > GOOD (Bottoming of Revenue Growth)
Ctrip.Com International (Adr) (CTRP US) reported Q318 earnings results after hours on Wednesday, November 7th that include a mix of good and bad.On...
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TRACKING TRAFFIC/Chinese Tourism: In August, Chinese Tourists Definitely Stayed Closer to Home
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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Fosun Tourism IPO Analysis: Quid Pro Quo for the Better of Fosun Group?
A close look at Fosun Tourism (1638664D HK) reveals that Club Med resorts chain is a mature, low growth global tourism asset. The growth driver...
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