Meituan-Dianping: Cleaning up Q2 Results Reveals Lackluster Operating Leverage, Other Challenges
Meituan-Dianping's headline Q2 numbers (out Friday August 21st) looked good, with reported Operating Profit rising 96% YoY on Covid19-hit Revenue...
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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...
358 Views
Huazhu HK Secondary Listing - Early Look - Needs the Cash More than Most Secondary Candidates
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
495 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...
337 Views
In Effort to De-List from NASDAQ, Trip.com Unlikely to Find Many Eager Buyers
On July 28, several media sources speculated that Trip.com (TCOM US) was working to de-list from NASDAQ. Rising China-US political tensions and...
311 Views