China Internet Weekly (13Jan2020): Police Arrested 20 of Meituan's Employees for Corruption
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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Luckin Coffee: As Tea Story Unfolds, Stock up 114% (From May IPO); Expect an Upbeat 2020
Luckin Coffee (LK US) ends the year on a high note - up 114% since May IPO at USD17 (+79% vs listing day close price) - as it projects prospects of...
586 Views
2020 High Conviction: Overweight Tongcheng-Elong (780:HK) A Prime Acquisition Target for Trip.com
China lower tier cities driving online travel agency (“OTA”) market growth. As of 1H19, lower tier cities accounted for ~90% of the growth in...
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Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing
Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...
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HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
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