TRACKING TRAFFIC/Chinese Tourism: May Traffic Can't Match April's Strength | Meituan IPO a Threat
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
208 Views
Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued
We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to de-risk its business by divesting the financial services segment, and via a...
129 Views
What a 'Moat' Might Look Like: Travelsky Vs. Ctrip.com in Nine Charts
One of our frequent criticisms of online travel agency Ctrip.com International (ADR) (CTRP US) is that its role in China's tourism sector is...
515 Views
TRACKING TRAFFIC/Chinese Tourism: Stellar April Outbound Traffic | China Lodging Now Top Pick
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
138 Views
Short Ctrip.com: Master of 'Other' Struggles To Maintain Share of Chinese Tourist Wallet
Last week Ctrip.com International (ADR) (CTRP US) reported Q118 results that met revenue growth expectations and managed to beat consensus EPS...
202 Views