TRACKING TRAFFIC/Chinese Tourism: December Travel Demand Weak (Pre-Corona Virus)
Data from December 2019 suggest that Chinese outbound and domestic tourism activity was weak even before a corona virus outbreak led to dramatic...
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How Trip.com (TCOM US) Is Actually Getting Stronger During the Coronavirus Crisis
Trip.com is one of the coronavirus's biggest market casualties having lost ~12% of its market value in just slightly over two weeks. While shares...
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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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