TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'
Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...
325 Views
Banyan Tree 1Q17 Results Show Bottom Line Improvement; NAV Per Share at 0.73 SGD
Luxury hotel chain operator Banyan Tree Holdings Ltd (BTH SP) saw an improvement in underlying net profit versus the same period last year. EPS...
264 Views
Tough Road Ahead: Some of Ctrip.com's Key Addressable Markets Are Shrinking
After Ctrip.com International (ADR) (CTRP US) recently surprised investors by raising US$2.1 bn via new equity and convertible notes (see Ctrip.com...
197 Views
HTHT - Continued Strength and Widening Margins to Drive Shares in China Travel Play Higher - BUY
The stock price has risen 17% since our BUY rating in March 2016. However, based on the strong operating metrics in recent reports we believe...
265 Views