58.com’s Privatisation Bid Leads to Much Head-Scratching
On 2 April, 58.Com Inc Adr (WUBA US) announced a non-binding privatisation proposal from Ocean Link Partners. The bid of $55.00 per ADS values...
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Early Signs of Chinese Travel Recovery; Domestic OTAs like TCEL Can Rebound Faster than TCOM
Chinese domestic travel is showing early signs of recovery as business travelers begin to go back to work, and people's fears about the virus...
364 Views
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
362 Views
Lessons for Global OTAs: Trip.com Customer Satisfaction Just Soared to All-Time High Amidst Crisis
Trip.com's customer satisfaction just hit an all-time high as travel agencies around the world struggle from the COVID-19 outbreak. We believe the...
397 Views
Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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