China Consumption Weekly (10 Jun 2024): Tencent, PDD, Meituan, NIO, Tuniu, Smart Share
Tuniu’s revenue grew by 71% YoY in 1Q24. Smart Share Global’s revenue plunge by 52% YoY in 1Q24. PDD plans to price products on behalf of retailers.
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China Consumption Weekly (18 Mar 2024): Great Wall, KE, Tuniu, Tuhu Car, Boss Zhipin, Weibo
The company denied that many employees have resigned recently. Many small companies grew strongly, such as Tuniu up by 140% and Kanzhun up by 46%....
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Trip.com Secondary Listing: No Heads in the Clouds
Trip.com passed its HKEx listing hearing to raise up to $1-2bn through a secondary listing. We think that Trip.com is an attractive play on travel...
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JD.com: 2Q20: In a Groove
JD.com Inc (ADR) (JD US) share price has more than doubled in the last twelve months and up 87% YTD as revenue growth rebounded and margins...
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TRACKING TRAFFIC/Chinese Tourism: May Firmer, but HK & Macau Boom Suggests Tourists Pinching Pennies
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese...
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