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...
537 Views
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...
364 Views
Ctrip's Reports on 'Golden Week' Suggest Tepid Domestic Tourism & A Steep Decline in Trips to US
Last week Ctrip.Com International (Adr) (CTRP US) published two reports summarizing the data it collected on Chinese travel trends during the long...
438 Views
TRACKING TRAFFIC/Chinese Tourism: In August, Chinese Tourists Definitely Stayed Closer to Home
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
366 Views