Hardly a Grand TOUR: Short Tuniu On Slowing Growth, Chinese Tour Bans, & Equity Dilution Risks
Chinese package tour specialist Tuniu Corp Spon Adr (TOUR US) saw the pace of its reported Total Revenue growth decline in 2016, from an incredible...
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Chinese Int'l Travel & Spending Stagnate as Tourists Skew Younger, 'Poorer', More Independent
Chinese tourist activity within the Asian region remained weak in July, with Chinese arrivals down -0.8% Y/Y at several key regional destinations...
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EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
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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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