Re-Initiating Coverage of Ctrip.com: Challenges to Resurface in 2H19
Ultimately, low monetization and high Sales and Marketing expenses will prevent Ctrip.Com International (Adr) (CTRP US) from mirroring online...
391 Views
New Century Hotel (浙江開元酒店) IPO Review - Higher ADR and RevPAR than Peers but Margins Fall Short
Zhejiang New Century Hotel Management Group (1158 HK) (NCH) is looking to raise up to US$179m in its upcoming IPO.NCH is riddled with related party...
521 Views
New Century Hotel Mgmt IPO Preview: Two-Speed Businesses
Zhejiang New Century Hotel Management Group (ZHEKAIH HK) is a leading hotel group in China engaged in the operation and management of mid-scale...
574 Views
TRACKING TRAFFIC/Chinese Tourism: HK & Macau Gained 'Share' in December, Continuing H218 Trend
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. This monthly report features analysis of Chinese...
557 Views
Chinese Ecommerce Q4 Earnings Previews: BABA (+); JD (-); BZUN (-)Related - GOOS (+)
Investors have started to show widening divergence in macro views and consequent equity strategies in 2019. Bulls believe that capital markets are...
402 Views