Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Trip.com (TCOM US)
Watchlist
564
Analysis
Consumer Discretionary
•
China
Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
Tongcheng Travel Holdings
•
26 Nov 2018 13:04
Tongcheng-ELong (同程艺龙) Post-IPO Trading Update - Stronger than Expected Listing Performance
Tongcheng-Elong Holdings Ltd (780 HK) (TCEL) raised just over US$180m at HK$9.80 per share, close to the bottom end of its IPO price range. We have...
Zhen Zhou, Toh
434 Views
Share
bearish
•
Meituan
•
26 Nov 2018 11:25
Meituan-Dianping Q318 Results: In Food Delivery Segment, Crucial Disclosures Evaporated Post-IPO
This note on Meituan Dianping (3690 HK) Q318 results is split into two main parts: A quick segment-by-segment review of results A closer look at...
Daniel Hellberg
Follow
404 Views
Share
bearish
•
Baozun Inc.
•
20 Nov 2018 00:02
Baozun - Customer Disintermediation Due to Obsolete Business Moat - SELL
We cut Q4 2018 GMV from 50% to 35% YoY, given Baozun Inc. (BZUN US) catastrophic miss last weekend during the 11.11 holiday sales. We estimate...
JL Warren Capital
Follow
706 Views
Share
bearish
•
Babytree Group
•
19 Nov 2018 11:47
Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
Rickin Thakrar
Follow
646 Views
Share
bearish
•
Thematic (Sector/Industry)
•
15 Nov 2018 08:55
China Consumption: Slow-Down Deepening?
A big question for investors at this juncture is if China (macro) consumption has slowed down and what kind of slow-down (major or mild one) it...
Johannes Salim, CFA
479 Views
Share
First
Previous
67
68
69
70
71
72
73
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.5
x