More on Ctrip.com Q2 Results; Competition Increasing On All Fronts
After listening to Ctrip.com International (ADR) (CTRP US)'s Q2 earning conference call, we are convinced that competitive pressures are increasing...
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First Cut on Ctrip.com Q2 Results: Margins Remain Under Pressure
After the close in New York on Wednesday August 31st, Ctrip.com International (ADR) (CTRP US) and its affiliate Qunar Cayman Islands Ltd (QUNR...
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Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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Air China H1 Result Shows Progress on Cost-Cutting, OP up 20% Y/Y; Negative Read-Through for Ctrip
Air China Ltd (H) (753 HK)Â H1 results (out late in the day on August 30th) showed continued success in cost-cutting, specifically efforts to reduce...
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Container Shipping -Â Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
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