79 Views
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...
239 Views
Chinese Outbound Travel to Asian Destinations Weakens in June/July; Vietnam, Thailand Firmer
OverviewA review of June / July Chinese visitor arrival data for several popular travel destinations shows that most posted either declining growth...
192 Views
Last Week in Event SPACE (6 August 2017)
Vexing redux on the M&A front as both United Engineers Ltd (UEM SP) and New World Dept Store China (825 HK) comfortably trade through terms;...
340 Views
The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
285 Views