In Five Charts, China Lodging Group (HTHT:US) Shows Why Ctrip's Role Is Diminishing
Since we began writing here at Smartkarma almost two years ago, we have been arguing that Ctrip.com International (ADR) (CTRP US) and other travel...
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2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
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TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'
Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...
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Banyan Tree 1Q17 Results Show Bottom Line Improvement; NAV Per Share at 0.73 SGD
Luxury hotel chain operator Banyan Tree Holdings Ltd (BTH SP) saw an improvement in underlying net profit versus the same period last year. EPS...
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Tough Road Ahead: Some of Ctrip.com's Key Addressable Markets Are Shrinking
After Ctrip.com International (ADR) (CTRP US) recently surprised investors by raising US$2.1 bn via new equity and convertible notes (see Ctrip.com...
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