Why China’s Domestic Travel Industry Can Prove the Bears Wrong
While international travel demand remains weak due to lockdowns and uneven recovery trajectories across countries, Trip.com's latest earnings point...
315 Views
Dada Nexus (达达集团) Pre-IPO - Competitive Landscape and Peer Analysis
Dada Nexus (DADA US) is looking to raise about US$500m in its upcoming IPO in the U.S. The company is a fast-growing local on-demand retail and...
342 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
624 Views
Trip.com Q120 Results Weak as Expected, Q220 Guidance Far Worse than Expected
Trip.com (TCOM US), China's largest online travel agency (OTA), reported weak Q120 results after the US close on Thursday, May 28. Net revenue fell...
298 Views
Meituan 1Q FY20: Not Entirely Underwhelming, Yet Expectations Are Setting Up For Disappointment
Meituan Dianping (3690 HK) released its 1Q FY20 results on Monday, which were weak but did not look particularly underwhelming. A weak 1Q was...
303 Views