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...
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Chinese Outbound Travel to Asian Destinations Weakens in June/July; Vietnam, Thailand Firmer
OverviewA review of June / July Chinese visitor arrival data for several popular travel destinations shows that most posted either declining growth...
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June Airline Data Provide More Signs of Underwhelming Chinese Demand for International Air Travel
June operating data from the three leading Chinese airlines were mixed, but still point to relatively strong Domestic air travel demand and...
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Chinese Tourist Flows Within Asia Region Continue to Show Dramatic Shift Vs. 2016 Trends
May tourist arrival data from several popular destinations in the region continue to show a marked shift from patterns that were established in...
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Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
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