Tongcheng-ELong (同程艺龙) Potential Lock-Up Expiry Trade - US$1.3bn to Be Sold by Pre-IPO Investors
Lock-up arrangement on the majority of the pre-IPO investors of Tongcheng-Elong Holdings Ltd (780 HK) will expire on the 25th of May 2019. The...
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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...
394 Views
Meituan Dianping (3690 HK): Lock-Up Expiry - Good 4Q18 Required
Meituan Dianping (3690 HK)'s shares currently trade 18% below its IPO price of HK$69.00 per share. Meituan will announce its 4Q18 results on...
364 Views
Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
414 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...
540 Views