Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 Views
Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
142 Views
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...
212 Views
Quick Update on MakeMyTrip.com Vs. Yatra Online: Is MMYT Outperformance Justified by FYQ3 Results?
So far in 2018, shares of India's preeminent OTA Makemytrip Ltd (MMYT US) have continued to outperform those of its smaller rival Yatra Online Inc...
242 Views
In Five Charts, China Lodging Group (HTHT:US) Shows Why Ctrip's Role Is Diminishing
Since we began writing here at Smartkarma almost two years ago, we have been arguing that Ctrip.com International (ADR) (CTRP US) and other travel...
244 Views