shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 2

Ctrip: The Unstoppable Cannonball Finally Hitting Through The Unbreakable Wall?

November 3rd, 2015 · No Comments

  • Chinese tourism is growing at twice the rate of GDP and within the industry, Ctrip is gaining significant market share.
  • Still, that unstoppable cannonball has kept hitting an unmovable wall.
  • Because of intense competition and heavy investments, profits have been meager.
  • But increasing returns, network effects and industry consolidation are about to change this, we think.

Source: Ctrip: The Unstoppable Cannonball Finally Hitting Through The Unbreakable Wall? | Seeking Alpha

Tags: CTPR