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Ctrip has sold off massively on declining growth and the general malaise in Chinese shares. But we think this has mostly run its course, as valuation is really quite reasonable and a considerable part of the slowdown is optical. Operational leverage is already kicking in despite heavy investments, and the latter are cementing Ctrip as […]

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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 […]

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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 […]

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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 […]

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Ctrip, the Chinese online travel giant, has finally broken out of its trading range. And with good reason, revenues are still increasing at a very fast rate and margins are improving as a result of that and the market consolidation. Ctrip is the market leader and the most obvious way to play the Chinese tourism […]

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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 […]

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The Chinese travel agency Ctrip CTRP has been one of our best performers in the past 12 months. The shares more than tripled since we first suggested a buy at $13.69 almost exactly a year ago. via Ctrip.com International, Ltd. ADR CTRP: Ctrip Shares Tripled, Can They Travel Higher? – Seeking Alpha.

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