MakeMyTrip Q2 Results Doubly Disappointing, Again; Look for More Attractive Tourism Plays Elsewhere
For a second consecutive quarter since the January 2017 completion of its merger with Ibibo Group, Makemytrip Ltd (MMYT US) reported financial...
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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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With Organic Revenue Growth Slowing & Margin Improvement Likely to Stall, Why Even Own Ctrip?
Last week Ctrip.com International (ADR) (CTRP US) reported Q2 results that largely met analysts' expectations. However, management guidance for Q3...
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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...
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10 Things We Hate About Ctrip.com (As an Investment)
Late Wednesday morning in New York Ctrip.com International (ADR) (CTRP US) was hit by news stories suggesting that certain of its sales practices...
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