TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
363 Views
China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
293 Views
China Internet Weekly (23Mar2020): Weibo Leaked Personal Data Including Its CEO’s Phone Number.
Weibo (WB) leaked personal information including identity numbers and phone numbers. JD.com (JD) launched a repurchase plan and Momo (MOMO)...
294 Views
Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
352 Views
Lessons for Global OTAs: Trip.com Customer Satisfaction Just Soared to All-Time High Amidst Crisis
Trip.com's customer satisfaction just hit an all-time high as travel agencies around the world struggle from the COVID-19 outbreak. We believe the...
397 Views