Ctrip.com Update: New Competition from Wanda Group, Google; Q3 Sales Estimates Appear Too Optimistic
Earlier this week, leading Chinese online travel agency Tongcheng Network Technology (aka www.LY.com, private) announced it was merging with Wanda...
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Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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Priceline and Expedia's Network Advantage Fails to Succumb to Ongoing Competitive Threats
Hotel chains are pushing direct bookings in order to improve economics and customer relationships, reduce dependence on the OTA channel, and take...
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China Starts Verbal Retaliation Against THAAD Deployment
The Korean government officially announced on September 30th (yesterday) the site of where (Terminal High Altitude Area Defense) THAAD will be...
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Underlying Retail Sales Weakness in China
The latest rebound of the Chinese economy is a reminder of how the country’s financial and industrial sector is in the strong grasp of Beijing....
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