The Week that Was in Greater China@SmartKarma – Wisdom, Air China, Ctrip, Tesla and Renesas
This is the 3rd report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan from...
349 Views
Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
188 Views
Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
195 Views
Chinese Tourism Q1 DataWeak Outbound (+4%) But Strong Domestic Tourism (+28%)
In March, our commercial flights tracking data suggests only 2% year-over-year increase in outbound flight passengers vs. 31% in domestic flight...
196 Views
Ctrip.com Q1 Results Beat Expectations...And Offer Even More Reasons to Question Earnings Quality
On Wednesday evening in New York Ctrip.com International (ADR) (CTRP US) reported Q1 financial results that exceeded consensus expectations for...
179 Views