Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

<p>Late Wednesday morning in New York <a href="https://www.smartkarma.com/entities/180" target="_blank" data-smartkarma-citation="entities:180:1">Ctrip.com International (ADR) (CTRP US)</a> was hit by news stories suggesting that certain of its sales practices were being investigated by authorities in China. Specifically, some Chinese consumers have complained that they inadvertently purchased ancillary items (travel insurance, restaurant vouchers, etc) due to a needlessly confusing opt-in / opt-out process on CTRP's website. If the reports turn out to be true, it may help to explain the dramatic Y/Y…</p>

Late Wednesday morning in New York Ctrip.com International (ADR) (CTRP US) was hit by news stories suggesting that certain of its sales practices were being investigated by authorities in China. Specifically, some Chinese consumers have complained that they inadvertently purchased ancillary items (travel insurance, restaurant vouchers, etc) due to a needlessly confusing opt-in / opt-out process on CTRP's website. If the reports turn out to be true, it may help to explain the dramatic Y/Y…

10 Things We Hate About Ctrip.com (As an Investment)

Viet Capital Securities Joint Stock Company

Luan Nguyen

Independent Insight Provider

<p>For this business, the largest company is likely to capture a significant portion of the online market. Businesses desire a partner that generates the most traffic, and consumers desire a website with the most reviews. This business is similar to other software businesses, such as Microsoft's Windows operating system and IBM's MVS mainframe software, both of which still retain more than 80 percent of their respective markets. Like OpenTable, Yelp is on its way to expand margin significantly.</p>

For this business, the largest company is likely to capture a significant portion of the online market. Businesses desire a partner that generates the most traffic, and consumers desire a website with the most reviews. This business is similar to other software businesses, such as Microsoft's Windows operating system and IBM's MVS mainframe software, both of which still retain more than 80 percent of their respective markets. Like OpenTable, Yelp is on its way to expand margin significantly.

United States

Yelp Inc. operates a social networking, user review, and local search web site. The Company provides the site as a guide for online search capabilities for its visitors to find reviews and details about local businesses. Yelp provides listings for businesses throughout the United States and Canada.

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Yelp Inc (YELP US)

10 Things We Hate About Ctrip.com (As an Investment)

Late Wednesday morning in New York Ctrip.com International (ADR) (CTRP US) was hit by news stories suggesting that certain of its sales practices...

Daniel Hellberg

Yelp - Margin Expansion Through Scale

For this business, the largest company is likely to capture a significant portion of the online market. Businesses desire a partner that generates...

Luan Nguyen

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