Baidu's Technology Is Impressive but yet to Monetize While the Core Search Business Remains Weak
In late November, Baidu Inc (ADR) (BIDU US) hosted their annual Baidu World (BW) showcase in Beijing (write-up somewhat lost into year-end). This...
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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...
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Renewed Chinese Tourism Sanctions on South Korea
On December 19th, 4 vessels from the South Korea (SK) Coast Guard fired 200 plus live rounds over 44 Chinese fishing boats who were reported to be...
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Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
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Step 1: Cut Marketing 55%! Step 2: Cut Headcount 20%! Step 3: Grow Sales by 54%! Step 4: Uh, Repeat?
Overview of Q3 ResultsChinese package tour specialist Tuniu Corp Spon Adr (TOUR US) finally reported unaudited September quarter results on Monday...
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