• Related Research

  • Quick Take: Ctrip’s Promo to Hit Margins? November 17, 2011

    Concerns have arisen that Ctrip’s (Nasdaq:CTRP) recent cash-back promotion may compress margins further in Q4. After monitoring the promotion since its launch, we discuss our…

  • Quick Take: Ctrip Offers Cash Incentives to Review Hotels October 21, 2011

    Ctrip (Nasdaq:CTRP) has started a promotion, offering money back to customers who book online and write an online customer review. The promotion should encourage an increase in…

  • Quick Take: National Day Holidays Witness Surge in Travel Spending October 10, 2011

    Tourism in China during the weeklong holidays for the country's October 1 National Day grew significantly, even though air passenger number growth appears to show a slowdown --…

  • Online Advertising: Web Portals: Jul 2011 September 02, 2011

    Pacific Epoch analysts examine July data for Sohu (Nasdaq:SOHU) and Sina (Nasdaq:SINA), offer a revised FY 2011 outlook and discuss new product updates.

  • Ctrip.com (CTRP) Quarterly: Q1 2011 April 25, 2011

    In this month's report, Pacific Epoch analysts project that Ctrip.com's Q1 revenues will beat guidance and the company will maintain its leading market position in 2011.

  • Economy Hotels Quarterly: Q1 2011 April 19, 2011

    In Q1, industry RevPAR grew 13% y-o-y, primarily because of rate hikes during the past year. We expect Home Inns' (Nasdaq:HMIN) Q1 revenues to beat guidance and China Lodging's…

  • Ctrip.com (CTRP) Monthly: February 2011 March 29, 2011

    Hotel occupancy, total air passengers and average air ticket prices declined m-o-m, as expected, mainly because hotel and air ticket bookings fell during Chinese New Year (February…

  • Economy Hotels Monthly: February 2011 March 25, 2011

    This month’s Economy Hotels report updates on sector performance in February offers our outlook for Q1. Specifically, this report details our view on the three listed chains…

  • China Lodging (HTHT) Post-Earnings Recap March 10, 2011

    Pacific Epoch analyzes China Lodging's (Nasdaq:HTHT) Q4 results and offers our outlook on business prospects for Q1 and FY 2011.

  • 7 Days (SVN) Post-Earnings Recap March 09, 2011

    Pacific Epoch analyzes 7 Days' (NYSE:SVN) Q4 earnings release and offers an outlook for Q1 and FY 2011.