In Five Charts, China Lodging Group (HTHT:US) Shows Why Ctrip's Role Is Diminishing
Since we began writing here at Smartkarma almost two years ago, we have been arguing that Ctrip.com International (ADR) (CTRP US) and other travel...
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The Sky Remains Blue for Travelsky: Not Cheap at Current Valuation but a Monopoly Play in China
First mover's advantage, a high entry barrier, protectionist government policy for domestic flight booking, they sound like a lasting dominant...
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TRACKING TRAFFIC/Chinese Tourism: December Traffic Up | Chopper to Macau? | China-Taiwan Troubles
Tracking Traffic/Chinese Tourism is designed to be a hub for all of our research on China's tourism sector. Tracking Traffic/Chinese...
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2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
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The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
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