Tag Archive: CTrip US

Zico's Recap For 1Q15 : A pause to look at what's in the bag


Zico has been noticeably absent for a while and I suspected that was because he was too busy making money. It looks like I was right. ************************* The big story in the first… Continue reading

Zico Files : After the stand-off – The Hang Seng Buy list


Assuming that the stand-off between the various protest groups and the SAR government gets resolved and business returns to some normality in HK, I expect the Beijing government to be more business/investor “friendly”.… Continue reading

Equity Thursday : China and The IPO Gravy Train


I thought I would write about something to take our minds off the ECB and the Non Farm Payrolls tonight before the US holiday tomorrow and their long weekend. Global IPO Stats Year… Continue reading