Ctrip - Update on Cross-Selling Impact and 4Q17 Outlook
We recently met with the company to discuss the cross-selling impact in 2H17. Earlier this year, the China Consumers' Association (CCA)...
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China Starts to Loosen Its Ban on Group Tours to Korea: Turn Positive on Beaten Down THAAD Stocks
China has started to loosen its ban on the group tours to Korea. It was reported in the local Korean press that group tour packages advertisements...
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Hardly a Grand TOUR: Short Tuniu On Slowing Growth, Chinese Tour Bans, & Equity Dilution Risks
Chinese package tour specialist Tuniu Corp Spon Adr (TOUR US) saw the pace of its reported Total Revenue growth decline in 2016, from an incredible...
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The Week That Was in Greater China @Smartkarma: Recent IPOs, China NEVs, & ZTO's Weird Q2 Numbers
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 23rd through September 30th and features a selection...
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China Internet: Ctrip Deep Dive - Part I
Like other leading internet businesses, Ctrip enjoys strong network effects which confer benefits associated with virtuous cycle dynamics....
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