Tongcheng-ELong (780 HK) Q2 Results Reflect Changing Travel Patterns, Stubbornly High OpEx
point 1 point 2 point 3 conclusions
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TRACKING TRAFFIC/Chinese Tourism: Outbound Still Stagnant | Domestic Rebound Suggests Wary Consumer
Chinese outbound travel remained stagnant in July. We will watch closely to see if relaxed travel restrictions in a few markets result in a surge...
345 Views
Hang Seng TECH Index - 'NASDAQ of the East' ETFs Are Here
On 20 July, the Hang Seng Indexes Company announced that they would be launching the Hang Seng TECH Index on 27 July. The next day the index jumped...
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Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
365 Views
TRACKING TRAFFIC/Chinese Tourism: Macau Restrictions to Ease (For Some) | Trip.com Going Private?
Outbound Chinese travel activity still dormant, but maybe Macau easing is sign of hope? Domestic activity still > outbound activity, and by a...
343 Views