C-Trip - China e-commerce (Seite 4)
eröffnet am 03.01.10 15:20:30 von
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Beiträge: 72
ID: 1.155.111
ID: 1.155.111
Aufrufe heute: 0
Gesamt: 10.109
Gesamt: 10.109
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ISIN: US89677Q1076 · WKN: A2PUXF · Symbol: TCOM
50,48
USD
+2,29 %
+1,13 USD
Letzter Kurs 02:00:00 Nasdaq
Neuigkeiten
Werte aus der Branche Internet
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 9,0600 | +81,20 | |
| 0,7000 | +45,83 | |
| 4,2100 | +27,19 | |
| 11,200 | +11,55 | |
| 4,6300 | +11,30 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5600 | -6,67 | |
| 32,57 | -8,25 | |
| 9,4600 | -10,25 | |
| 2,4750 | -14,36 | |
| 1,7500 | -15,87 |
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Antwort auf Beitrag Nr.: 56.586.437 von R-BgO am 02.01.18 12:03:02Ich halte c´trip für einen Top-Wert mit viel Potential.
Antwort auf Beitrag Nr.: 56.585.921 von kainza am 02.01.18 11:19:02
Nehme an, Du meinst das Kalenderjahr 2016.
Ja,
da sieht man eine Erhöhung des Aktienkapitlsl von 4.121 auf 4.960 um rund 20%, während das gesamte EK um gut 60% gestiegen ist. Das Management hat also die hohe Bewertung genutzt, um die Kasse aufzufüllen.
Der für 2016 ausgewiesene Verlust könnte z.B. mit Sonderaufwendungen im Zusammenhang mit der Qunar-Übernahme Ende 2015 zusammenhängen. Einige Kostenpositionen waren temporär drastisch höher.
Fakt ist aber auch, dass für alle drei bisher veröffentlichten 2017er-Quartale Gewinn ausgewiesen wurde;
verstehe nicht so recht, warum Du
1) so weit in den Rückspiegel schaust und
2) Dir nicht ein bisschen mehr eigene Mühe machst
Es wäre schön, wenn Du auch mitteilen würdest,
auf welche "letze Bilanz" Du Dich beziehst...Nehme an, Du meinst das Kalenderjahr 2016.
Ja,
da sieht man eine Erhöhung des Aktienkapitlsl von 4.121 auf 4.960 um rund 20%, während das gesamte EK um gut 60% gestiegen ist. Das Management hat also die hohe Bewertung genutzt, um die Kasse aufzufüllen.
Der für 2016 ausgewiesene Verlust könnte z.B. mit Sonderaufwendungen im Zusammenhang mit der Qunar-Übernahme Ende 2015 zusammenhängen. Einige Kostenpositionen waren temporär drastisch höher.
Fakt ist aber auch, dass für alle drei bisher veröffentlichten 2017er-Quartale Gewinn ausgewiesen wurde;
verstehe nicht so recht, warum Du
1) so weit in den Rückspiegel schaust und
2) Dir nicht ein bisschen mehr eigene Mühe machst
Antwort auf Beitrag Nr.: 56.556.394 von R-BgO am 28.12.17 10:01:43Das müssen gewaltige Kapitalerhöhungen gemacht worden sein.
Das EK stieg von 9,5 auf 44,6 und zuletzt 71,5.
Auf Kosten des Gewinns bezog sich auf die Verluste in der letzten Bilanz.
Das EK stieg von 9,5 auf 44,6 und zuletzt 71,5.
Auf Kosten des Gewinns bezog sich auf die Verluste in der letzten Bilanz.
Antwort auf Beitrag Nr.: 56.527.352 von kainza am 22.12.17 11:32:48
was meinst Du mit "Wachstum auf Kosten des Profites"?
Häh?
welche "Ausweitung des Eigenkapitals"? - üblicherweise steigt das durch Gewinne und KE'swas meinst Du mit "Wachstum auf Kosten des Profites"?
Antwort auf Beitrag Nr.: 55.644.749 von R-BgO am 01.09.17 09:43:11Wie kam es zur Ausweitung des Eigenkapitals?
Cashflow sehr hoch.
Wachstum auf Kosten des Profites?
Cashflow sehr hoch.
Wachstum auf Kosten des Profites?
Trading Spotlight
Ctrip gets deeper into Tujia, leads $300 million Series E
Oct 10.2017
China’s Airbnb-of-sorts Tujia.com has raised another $300 million in a Series E round, led by Ctrip.
The deal values Tujia at $1.5 billion.
It is the first funding round to be completed since Tujia’s internal restructure, announced last October, when its online and offline businesses were separated out.
Tujia’s online business is where the Airbnb comparisons come from – it runs a platform for hosts to share and guest to book accommodation. The platform’s scale and reach runs to more than 650,000 online listings covering 345 domestic destinations and more than 1000 international options.
As part of the October restructure announcement, Tujia acquired the homestay businesses of Ctrip and Qunar, integrating them into its platform. It also bought rival Mayi.com for an undisclosed sum, creating a strong local competitor for Airbnb, which has identified China as one of its priority markets.
Ctrip’s participation in the Series E round comes after the OTA also took part in Tujia’s $100 million Series C (June14) and its $300 million Series D (Aug15) rounds. Expedia Inc’s HomeAway took part in its reported $15m Series A (May12) as well as the Series C round.
Ctrip was joined in the Series E by All-Stars Investment as co-lead, with China Renaissance’s New Economy Fund, Glade Brook Capital, and G Street Capital taking part.
The biggest difference between Tujia and Airbnb is that Tujia is a real-estate developer, involved in the funding and construction of bricks and mortar accommodations. It currently works with more than 200 government agencies and developers and is involved in the construction of 1 million units of accommodation.
The Series E has been earmarked for “optimizing the user experience by standardizing aspects of [its] alternative travel accommodations such as linen washing, cleanliness, and smart capabilities,” and to “further invest in the domestic high-end real estate market and in foreign markets.”
The suggestion that Tujia is looking at developing real-estate outside of China is a sign that it is looking to expand its online and offline business units. By building its own inventory outside China, Tujia can guarantee Chinese outbound travellers a homestay experience within a hotel context. Its model here is more Ascott than Airbnb.
Airbnb would argue that its target audience in China – millennials – do not want to stay somewhere Chinese when they go overseas and are “looking for an alternative way to travel”.
The market is large enough for Airbnb to serve Chinese millennials who appear to have adopted its “travel like a local” and for Tujia to serve Chinese outbound who want something a bit more familiar.
Oct 10.2017
China’s Airbnb-of-sorts Tujia.com has raised another $300 million in a Series E round, led by Ctrip.
The deal values Tujia at $1.5 billion.
It is the first funding round to be completed since Tujia’s internal restructure, announced last October, when its online and offline businesses were separated out.
Tujia’s online business is where the Airbnb comparisons come from – it runs a platform for hosts to share and guest to book accommodation. The platform’s scale and reach runs to more than 650,000 online listings covering 345 domestic destinations and more than 1000 international options.
As part of the October restructure announcement, Tujia acquired the homestay businesses of Ctrip and Qunar, integrating them into its platform. It also bought rival Mayi.com for an undisclosed sum, creating a strong local competitor for Airbnb, which has identified China as one of its priority markets.
Ctrip’s participation in the Series E round comes after the OTA also took part in Tujia’s $100 million Series C (June14) and its $300 million Series D (Aug15) rounds. Expedia Inc’s HomeAway took part in its reported $15m Series A (May12) as well as the Series C round.
Ctrip was joined in the Series E by All-Stars Investment as co-lead, with China Renaissance’s New Economy Fund, Glade Brook Capital, and G Street Capital taking part.
The biggest difference between Tujia and Airbnb is that Tujia is a real-estate developer, involved in the funding and construction of bricks and mortar accommodations. It currently works with more than 200 government agencies and developers and is involved in the construction of 1 million units of accommodation.
The Series E has been earmarked for “optimizing the user experience by standardizing aspects of [its] alternative travel accommodations such as linen washing, cleanliness, and smart capabilities,” and to “further invest in the domestic high-end real estate market and in foreign markets.”
The suggestion that Tujia is looking at developing real-estate outside of China is a sign that it is looking to expand its online and offline business units. By building its own inventory outside China, Tujia can guarantee Chinese outbound travellers a homestay experience within a hotel context. Its model here is more Ascott than Airbnb.
Airbnb would argue that its target audience in China – millennials – do not want to stay somewhere Chinese when they go overseas and are “looking for an alternative way to travel”.
The market is large enough for Airbnb to serve Chinese millennials who appear to have adopted its “travel like a local” and for Tujia to serve Chinese outbound who want something a bit more familiar.
Antwort auf Beitrag Nr.: 55.546.548 von Fafa2 am 17.08.17 19:41:09
Aktie ist halt volatil.
Ich denke, der "Absturz" ist eher ein Rauschen,
wenn man den Langfristchart ansieht, fällt eigentlich nichts auf.Aktie ist halt volatil.
https://www.tnooz.com/article/ctrip-heralds-early-success-of…
"Ctrip‘s second quarter earnings release talks about a 50% improvement in mobile conversion rates from the early iterations of Skyscanner’s direct booking business.
Executive chairman James Liang summarised the rationale for its introduction of direct bookings to Skyscanner, which Ctrip acquired for $1.75 billion last November. He said:
“It is a more effective way to convert Skyscanner user traffic while helping its partners to retain the customer relationship and the ability to upsell ancillaries.”
Ctrip itself was one of the early partners selling via the direct booking option. Conversion rates on mobile, he said, were 50% higher for partners using the platform.
This validates previous comments around the importance of keeping mobile users in particular within the mobile-optimised Skyscanner platform, rather than run the risk of losing the customer when they click off to a less-well optimised partner site."
"Ctrip‘s second quarter earnings release talks about a 50% improvement in mobile conversion rates from the early iterations of Skyscanner’s direct booking business.
Executive chairman James Liang summarised the rationale for its introduction of direct bookings to Skyscanner, which Ctrip acquired for $1.75 billion last November. He said:
“It is a more effective way to convert Skyscanner user traffic while helping its partners to retain the customer relationship and the ability to upsell ancillaries.”
Ctrip itself was one of the early partners selling via the direct booking option. Conversion rates on mobile, he said, were 50% higher for partners using the platform.
This validates previous comments around the importance of keeping mobile users in particular within the mobile-optimised Skyscanner platform, rather than run the risk of losing the customer when they click off to a less-well optimised partner site."
Woher kommt der Absturz?
Die Aktie verliert gerade viel Boden. Warum? Die Nordkorea-Krise hat sich wieder beruhigt. Hast du eine Idee, R-BgO? 
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