Tongcheng-ELong IPO: Our 'Two Cents' on Valuation of Tencent's Online Travel Business
This brief note will examine Tencent Holdings (700 HK)-backed Tongcheng-ELong's relatively low Monetization Rate on the transactions handled...
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Ctrip Q318 Results: BAD (Increasing Margin Pressure) > GOOD (Bottoming of Revenue Growth)
Ctrip.Com International (Adr) (CTRP US) reported Q318 earnings results after hours on Wednesday, November 7th that include a mix of good and bad.On...
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TRACKING TRAFFIC/Chinese Tourism: Outbound Traffic Growth Collapses, Domestic Activity Still OK
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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TRACKING TRAFFIC/Containers & Air Cargo: September Box Rates Pop | Air Freight Volume Stagnates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
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Huge Data Breach at Huazhu Group: Why It Looked Bad (At First), & Why It's (Probably) Not Fatal
On August 28th, local and international media began reporting a large data breach at leading Chinese hotel chain Huazhu Group (HTHT US) after an...
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