Strategy Note /
China Group: First OTA to watch post-Delta

  • Due to its dominance in China, Group was among the relative winners of the global lockdowns in 2020

  • But, although the current outbreak is likely to be handled very soon, China is not immune from further Covid-19 shocks

  • The company is expected to post its Q2 2021 financials in late September; there will be 3 indicators to pay attention to

Ivan Platonov
Ivan Platonov

Research Manager

16 August 2021
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