Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Focusing on Asian logistics, transportation, and travel companies

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

To date, neither Ctrip.com International (ADR) (CTRP US) nor its 45%-owned affiliate Qunar Cayman Islands Ltd (QUNR US) have announced dates for the release of their Q2 (June) financial results, but we believe both companies will likely report on the same day in the last week of August. In this brief note we lay out what to expect when both companies report, and what holders (or potential buyers) of these shares should worry about.Expect pressure on air ticketing and hotel commissions to remain…

To date, neither Ctrip.com International (ADR) (CTRP US) nor its 45%-owned affiliate Qunar Cayman Islands Ltd (QUNR US) have announced dates for the release of their Q2 (June) financial results, but we believe both companies will likely report on the same day in the last week of August. In this brief note we lay out what to expect when both companies report, and what holders (or potential buyers) of these shares should worry about.Expect pressure on air ticketing and hotel commissions to remain…

Ctrip.com Q2 Earnings Preview: What to Expect, What to Fear

Trip.com

Ctrip.com Q2 Earnings Preview: What to Expect, What to Fear