Re-Initiating Coverage of Ctrip.com: Challenges to Resurface in 2H19
Ultimately, low monetization and high Sales and Marketing expenses will prevent Ctrip.Com International (Adr) (CTRP US) from mirroring online...
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HK Connect Discovery Weekly: Eligibility Adjustment (2019-03-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
526 Views
Meituan Dianping (美团点评): Thoughts Before Lock-Up Expiry
Meituan Dianping, the largest O2O platform in China, was listed on September 20th last year and lock-up expiry will be on March 20th. The stock has...
553 Views
Ctrip (CTRP): Overcame Two Difficulties in Q4, But Market Over-Reacted to “Global No. 1”
* The recovery in 4Q2018 shows that CTRP has already survived the new law and the new competitor in 2018.* We believe EPS will grow 12% in 2019.*...
293 Views
Last Week in GER IPO Research: Leong Hup, China Tobacco, Futu and Weimob
We slide into 2019 with GER's recap of our latest IPO research. This week, we talk chicken as Arun initiates on the IPO Malaysian poultry producer...
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