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H World Group (1179 HK)
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25
Analysis
Consumer Discretionary
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China
H World Group Limited is a hotel operator and franchisor. The Company provides hotel leasing, directly hotel operation, and co-development services. H World Group serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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14 Mar 2022 09:02
China on the Ground: Escalating Measures to Combat Omicron and What Stocks Are Impacted?
Omicron combating measures have been stepped up over the weekend and this will make a dent on the Mar operations of many companies. This will be...
Osbert Tang, CFA
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309 Views
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bullish
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Fosun Tourism
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29 Nov 2024 09:11
Fosun Tourism (1992 HK): Is Club Med Disposal Happening?
Fosun Tourism remains suspended, and we are awaiting an announcement. Speculation is that it involves privatisation by its parent, Fosun Intl....
Osbert Tang, CFA
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744 Views
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bullish
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Cross Asset Strategy
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07 Oct 2024 10:32
HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
David Mudd
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1.2k Views
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bullish
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Tongcheng Travel Holdings
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24 Apr 2024 08:39
Tongcheng Travel (780 HK): Riding the High Tide
According to www.fliggy.com, outbound travel bookings during the 5-day Labour Day holiday have doubled this year. This was achieved on a high base...
Osbert Tang, CFA
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486 Views
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bullish
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China Travel International Investment Hong Kong
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05 Mar 2024 08:00
China Travel Intl Inv (308 HK): A Laggard that Sets to Catch Up
CTII shows tourist attractions volume and revenue growth in 2024 CNY, with the potential for upside surprise. We believe it is unjustified that...
Osbert Tang, CFA
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447 Views
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