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...
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TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'
Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...
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Lodging in Singapore
Lodging in Singapore underperforms in 2017, with value sales of SGD4.9 billon representing a 2% fall from the previous yearA glut of new hotel...
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Last Week in Event SPACE – SK Telecom, Kuraray, Golfzon Newdin, Mandarin, TVB
This week, SK Telecom (017670 KS)'s anticipated restructuring moves up a gear; Golfzonyuwonholdings Co Ltd (121440 KS) chips in a JV with MBK; ...
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With Organic Revenue Growth Slowing & Margin Improvement Likely to Stall, Why Even Own Ctrip?
Last week Ctrip.com International (ADR) (CTRP US) reported Q2 results that largely met analysts' expectations. However, management guidance for Q3...
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