Ctrip Is Thrown Out With The Bathwater
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]