China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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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...
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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...
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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...
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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...
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