Ctrip.com Vs China's Leading Airlines: Demolition by Dis-Intermediation in Eight Charts
China's state-owned airlines have been building up their direct sales functions over the last few years, in part by expanding their passenger...
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TRACKING TRAFFIC/Chinese Tourism: Record Outbound Travel in Jan+Feb | Q417 Results | GHG's Lame IPO
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
216 Views
TRACKING TRAFFIC/Containers & Air Cargo: Evergreen's Q4 Loss | Who's Exposed to a 'Trade War?'
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
195 Views
StubWorld: Swire, First Pacific
This week in StubWorld ...Swire Pacific Ltd (19 HK)'s discount to NAV nudges a 52-week low, however, there are scant positives in the unlisted stub...
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The (Pretty) Good, The Bad, & The Ugly: Q417 Results From China Lodging, Ctrip, & Tuniu
With apologies to Sergio Leone and the great Clint Eastwood...Last week, three US-listed Chinese tourism companies reported Q417 results and...
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