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Huazhu Group (HTHT US)
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176
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Consumer Discretionary
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China
Huazhu Group Limited operates a hotel operator and franchisor. The Company provides hotel leasing, directly hotel operation, and co-development services. Huazhu Group mainly conducts businesses in China.
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bearish
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Trip.com
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29 Dec 2020 08:55
Dreams Deferred: Looks Like Lunar New Year Travel Demand May Be Lost
We now believe there is a better than even chance that much of the Chinese travel demand normally associated with LNY will be lost in 2021.
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bullish
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Alibaba Group Holding
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22 Dec 2020 09:05
TRACKING TRAFFIC/ 2020 Review | 2021 Preview | Potential IPOs in Logistics, Transportation & Travel
In this year-end piece we review key themes of 2020, look forward to emerging trends of 2021, and highlight some exciting companies that could...
Tracking Traffic
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366 Views
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bullish
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MSCI ACWI Index
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10 Dec 2020 20:56
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
Vermilion Research
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246 Views
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bearish
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Trip.com
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02 Dec 2020 09:29
Trip.com Q320 Results Met Guidance, But Q420 Guidance Suggests Very Slow Recovery
Trip.com met Q320 net revenue guidance but offered guidance for Q420 that assumes only modest progress toward recovery in the current period.
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211 Views
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bullish
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New Oriental Education & Techn
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08 Nov 2020 09:20
New Oriental Hong Kong Secondary Trading - Largest ADR/HK Listing Premium Yet
New Oriental Education (EDU US) raised US$1.5bn in its secondary listing. I have covered the background of the deal in my earlier note. In this...
Sumeet Singh
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273 Views
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