Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
631 Views
Quick Update on MakeMyTrip.com Vs. Yatra Online: Is MMYT Outperformance Justified by FYQ3 Results?
So far in 2018, shares of India's preeminent OTA Makemytrip Ltd (MMYT US) have continued to outperform those of its smaller rival Yatra Online Inc...
373 Views
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...
397 Views
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...
304 Views
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...
408 Views