Actions & Words Show Priceline-Ctrip Relationship Tipping Towards Competition, Away from Cooperation
Lost in the noise around Priceline Group Inc/The (PCLN US)'s third quarter results (pretty good) and fourth quarter guidance (not so good) is the...
309 Views
MakeMyTrip Q2 Results Doubly Disappointing, Again; Look for More Attractive Tourism Plays Elsewhere
For a second consecutive quarter since the January 2017 completion of its merger with Ibibo Group, Makemytrip Ltd (MMYT US) reported financial...
276 Views
China Internet: Ctrip Deep Dive - Part I
Like other leading internet businesses, Ctrip enjoys strong network effects which confer benefits associated with virtuous cycle dynamics....
404 Views
With Organic Revenue Growth Slowing & Margin Improvement Likely to Stall, Why Even Own Ctrip?
Last week Ctrip.com International (ADR) (CTRP US) reported Q2 results that largely met analysts' expectations. However, management guidance for Q3...
325 Views
Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
367 Views