Six Signs Show Chinese Travel Activity & Tourist Spending Both Remain Sluggish
There is growing evidence that Chinese tourism activity remains sluggish and that both outbound and domestic Chinese tourists are spending more...
593 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
626 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
904 Views
Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing
Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...
831 Views
Ctrip.com 2Q19 Update: Concerns Behind Our Sell Rating Largely Intact
Concerns behind Sell rating intactDespite exceeding consensus adjusted EPS estimates on the back of lower marketing expenses, most of the...
565 Views