Short Ctrip.com: Master of 'Other' Struggles To Maintain Share of Chinese Tourist Wallet
Last week Ctrip.com International (ADR) (CTRP US) reported Q118 results that met revenue growth expectations and managed to beat consensus EPS...
298 Views
Is It 'Winner Take All' for China Lodging Group Vs. GreenTree Hospitality Group?
With market capitalization of just US$1.66 bn, a limited free float, and scant daily liquidity, we believe Greentree Hospitality Group (GHG US)...
319 Views
Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EMâs relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
420 Views
TRACKING TRAFFIC/Chinese Tourism: March Traffic Firms | What's a 'Travel Designer?' | Aloha, ä¸ĺ˝ćĺ䝏!
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
309 Views
Ctrip.com Vs China's Leading Airlines: Demolition by Dis-Intermediation in Eight Charts
China's state-owned airlines have been building up their direct sales functions over the last few years, in part by expanding their passenger...
443 Views