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...
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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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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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Room for Two? Yatra Online Shows Improving Competitiveness Vs Market Leader MakeMyTrip.com
The shares of Indian online travel agent (OTA) Yatra Online Inc (YTRA US) rose 10.2% Tuesday in New York after the company released an impressive...
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