Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Travelsky Technology Ltd H / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/travelsky-technology-ltd-h" target="_blank" data-smartkarma-citation="entities:19829:1" rel="noopener">Travelsky Technology Ltd H (696 HK)</a> has been the predictable play for a rebound in domestic tourism in China.</li>
<li>1H23 result did not show anything that should alert investors to the changes in business practices.</li>
<li>The recent profit warning disclosure has alerted investors that there is something else beyond the usual.</li>
</ul>



Travelsky Technology Ltd H (696 HK) has been the predictable play for a rebound in domestic tourism in China.
1H23 result did not show anything that should alert investors to the changes in business practices.
The recent profit warning disclosure has alerted investors that there is something else beyond the usual.


China

Tongcheng Travel Holdings Limited operates as an online travel agency. The Company provides transportation ticketing, accommodation reservation, value added travel products sales, and other services. Tongcheng Travel Holdings provides its services throughout China.

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Tongcheng Travel Holdings (780 HK)

Travelsky (696): Stay Away for Now

Usually Travelsky is reliable name for a play in rebound in domestic tourism with a relatively predictable earnings but the recent disclosure...

Henry Soediarko

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