Meituan (3690 HK): Gets Caught Stealing Alibaba’s Data in An Anti-Trust Investigation
Meituan was caught stealing major client data from E-Le-Me, the food delivery competitor owned by Alibaba Group Holding (BABA US). We believe...
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Alibaba IPO/Secondary Listing - The Real IPO Only Begins on the 11th Day Post Listing
As per media reports, Alibaba Group Holding (BABA US) plans to raise around US$20bn via a secondary listing in Hong Kong. Since most people...
816 Views
Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
732 Views
TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
607 Views
(Some) Promises Kept in 1Q19, but Retaining Sell Rating and $36 Target Price for Ctrip.com
When Ctrip.Com International (Adr) (CTRP US) reported 4Q18 results in early March, management committed to two objectives in 2019: lifting market...
611 Views