Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued
We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to de-risk its business by divesting the financial services segment, and via a...
139 Views
What a 'Moat' Might Look Like: Travelsky Vs. Ctrip.com in Nine Charts
One of our frequent criticisms of online travel agency Ctrip.com International (ADR) (CTRP US) is that its role in China's tourism sector is...
531 Views
TRACKING TRAFFIC/Chinese Tourism: Stellar April Outbound Traffic | China Lodging Now Top Pick
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
148 Views
Short Ctrip.com: Master of 'Other' Struggles To Maintain Share of Chinese Tourist Wallet
Last week Ctrip.com International (ADR) (CTRP US) reported Q118 results that met revenue growth expectations and managed to beat consensus EPS...
218 Views
Is It 'Winner Take All' for China Lodging Group Vs. GreenTree Hospitality Group?
With market capitalization of just US$1.66 bn, a limited free float, and scant daily liquidity, we believe Greentree Hospitality Group (GHG US)...
226 Views