Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/180" target="_blank" data-smartkarma-citation="entities:180:1">Ctrip.com International (ADR) (CTRP US)</a> just released its Q3 (September) earnings results and is currently conducting a conference call to discuss the numbers. Before we listen to the call and collect our thoughts on the results, here are two things from the results that jump out at us:</p><h2>1. Organic Growth from Core Activities Continues to Slow</h2><p>CTRP reported Net Revenue growth of almost 42% in Q3, slightly ahead of management guidance of 35-40%. But the headline number is misleading, in our view…</p>

Ctrip.com International (ADR) (CTRP US) just released its Q3 (September) earnings results and is currently conducting a conference call to discuss the numbers. Before we listen to the call and collect our thoughts on the results, here are two things from the results that jump out at us:1. Organic Growth from Core Activities Continues to SlowCTRP reported Net Revenue growth of almost 42% in Q3, slightly ahead of management guidance of 35-40%. But the headline number is misleading, in our view…

Ctrip's Q3 Profit Boosted by Non-Core Items, Again; Q4 Guidance Suggests Organic Growth Below 20%

India

Yatra Online Limited, doing business as Yatra.com, provides online travel agency services. The Company offers comprehensive travel-related services which include domestic and international air ticketing, hotel bookings, homestays, holiday packages, bus ticketing, rail ticketing, activities, and ancillary services. Yatra.com serves customers worldwide.

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Yatra (YATRA IN)

Ctrip's Q3 Profit Boosted by Non-Core Items, Again; Q4 Guidance Suggests Organic Growth Below 20%

Ctrip.com International (ADR) (CTRP US) just released its Q3 (September) earnings results and is currently conducting a conference call to discuss...

Daniel Hellberg

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