TCEL: China’s New Virus Is Scary, But One Chart Shows How You Can Profit
With concerns about the “Novel Coronavirus” (Wuhan Virus) severely affecting Chinese stocks, especially travel-related ones, we believe the current...
618 Views
ECM Weekly (19 Jan 2020) - Mr. DIY, UTI AMC, Sinopharm, Sunac, Jinxin, China Lit
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. This week...
395 Views
Six Signs Show Chinese Travel Activity & Tourist Spending Both Remain Sluggish
There is growing evidence that Chinese tourism activity remains sluggish and that both outbound and domestic Chinese tourists are spending more...
386 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...
1.1k Views
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...
645 Views