Meituan-Dianping IPO, Part 1: Role in China's Travel Segment, Comparison to Incumbent Ctrip.com
Meituan-Dianping ('Meituan'), an online consumer services platform with leading positions in China’s food delivery, in-store dining, and hotel...
724 Views
Pinduoduo IPO Preview: The Real Deal
Walnut Street Group (1631938D US) operates Pinduoduo (1427881D CH), which is a leading e-commerce platform in China backed by Tencent Holdings Ltd...
1.8k Views
2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
269 Views
Actions & Words Show Priceline-Ctrip Relationship Tipping Towards Competition, Away from Cooperation
Lost in the noise around Priceline Group Inc/The (PCLN US)'s third quarter results (pretty good) and fourth quarter guidance (not so good) is the...
204 Views
Understanding Softbank's Buyback - A Possible Less Obvious Angle
Yesterday after the close, a few days after Softbank had announced its FY2016 Q3 earnings (report, data, xls, pres, webcast (1hr21)), the company...
421 Views