• Related Research

  • Dashboard: Ctrip Q3 2012 - Strong Sep Hotel Volume Lifts Q3 October 26, 2012

    Pacific Epoch's tracking of Ctrip's Q3 2012 performance indicates strong volume growth in hotel room nights, exceeding company guidance for both hotel room night volume and revenue.

  • Dashboard: Ctrip Aug 2012 - Solid August Bodes Well for Q3 September 28, 2012

    Pacific Epoch's proprietary data tracking shows that Ctrip scaled back its coupon promotion and saw solid volume growth in hotel room nights in August.

  • Dashboard: Ctrip Jul 2012 - Price War Escalates Further August 29, 2012

    Pacific Epoch's monitoring during July indicates that, as expected, Ctrip's coupon promotion has expanded widely, though there are broader implications for the OTA industry.

  • Quick Take: Ctrip Escalates OTA Price War July 06, 2012

    Ctrip, one of the most conservative companies in our OTA coverage, made a surprise announcement, via public comments by a senior manager, that it will launch a massive US $500m…

  • Quick Take: Ctrip Ups Ante in Group Buy Competition June 08, 2012

    Ctrip (Nasdaq:CTRP) has added fresh discounts to its hotel booking group buy offerings, as part of a broader campaign to entice more price-sensitive travelers to its platform.

  • On the Ground: OTAs Slow to Profit from “Inn” Market May 31, 2012

    Pacific Epoch examines the burgeoning budget lodging market as a potential area for growth in the online travel agency (OTAs) segment, including Ctrip (CTRP)-invested Songguo.

  • On the Ground: Internet May 08, 2012

    Pacific Epoch analysts assess the role of China's telecom carriers in the mobile ads space, and examine how the emergence of several travel photo sites is generating interest in…

  • On the Ground: Internet May 02, 2012

    Pacific Epoch analysts gather industry opinions on Baidu's "Brand Link" advertising service update, examine the costs and results and its future prospects, including projected…

  • On the Ground: Internet April 18, 2012

    Pacific Epoch analysts investigate a semi-legitimate advertising service that has sprung up on Sina (SINA) and Tencent (0700.HK) Weibo platforms and seek out advertiser feedback,…

  • Quick Take: Ctrip Promo Update January 17, 2012

    Further to our two previous Quick Takes on the issue, our latest findings shed light on the percentage of Ctrip customers that have taken part in the promotion and the approximate…