Short Ctrip.com: Master of 'Other' Struggles To Maintain Share of Chinese Tourist Wallet
Last week Ctrip.com International (ADR) (CTRP US) reported Q118 results that met revenue growth expectations and managed to beat consensus EPS...
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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...
262 Views
Rong360 融360 (Jianpu Technology) IPO: A Qunar Rebuilt for Personal Finance?
Jianpu Technology, a leading personal finance product portal in China, is raising up to USD236m to list on the NYSE. Given that there is previous...
360 Views
ZhongAn Insurance IPO Preview: How Long Will Early Bird Advantage Last? (Part 1)
ZhongAn Insurance, the largest online P&C insurance company in China, is planning to raise USD1.5bn. In this insight, we will look at the...
1.9k Views
Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
194 Views