Ctrip, the giant online Chinese travel platform, is going through a soft patch, in part the consequence of one-off factors. But we argue that this is still a very well-managed company, benefiting from powerful tailwinds and strong platform economics. We expect more solid growth to return to the company later in the year. Source: Ctrip’s […]
Entries Tagged as 'CTRP'
April 24th, 2018 · No Comments
December 5th, 2017 · Comments Off on Ctrip Will Rise Again
Heavy investment in its platform and acquisitions and some temporary headwinds cloud the company’s profitability. But for those who look under the hood, they see a purring machine that is very well-managed. Management has a laser-like focus on building the best travel platform and customer experience for the long term and isn’t afraid to sacrifice […]
October 30th, 2017 · Comments Off on Ctrip: Reaping Rewards Of Market Consolidation
There is a sudden sell-off, on very high volume, in the shares of Ctrip, driven by fears that seem a little overblown to us. However, a crucial technical support might be broken. Longer-term though, the shares should reap more benefits from the consolidation in the industry. Source: Ctrip: Reaping Rewards Of Market Consolidation – Ctrip.com […]