Smartkarma Originals
TRACKING TRAFFIC’s Travel Tracker Dashboard
We are launching a new monthly product designed to track regional tourism activity, with an emphasis on Chinese tourism. The objectives of this...
603 Views
Chinese Domestic Tourism Demand to Recover Ahead of Outbound Travel, Boosting Huazhu Group (HTHT:US)
Although Chinese travel demand was decimated in Q1 2020, we believe there is already a gradual recovery underway, led by a resumption in domestic...
377 Views
China Internet Weekly (20Apr2020): BABA Moved Meituan’s Sharing Bikes to Remote Locations
Alibaba (BABA)’s bike-sharing subsidiary moved Meituan (3690 HK)’s bikes to remote locations many times. Meituan called the police. Restaurant...
306 Views
China Internet Weekly (13Apr2020): Tencent, BILI, Xiaomi, TCOM, IQ, TAL
Tencent (700 HK) will consolidate its e-sports subsidiaries. Sony invests $400 million in Bilibili (BILI). Xiaomi (1810 HK) sells low-price...
320 Views
China A-Share Strategy: New Loan Top Record-High $1 Trillion in 1Q as Business Gradually Reopened
Chinese Central banks pumped record-high US$1 trillion into the economy in the first quarter this year, in an effort to stem the bleeding from the...
361 Views