Ctrip.com International

  • Is Priceline Worth the Price?

    By Daniel James - August 15, 2013 | Tickers: CTRP, EXPE, PCLN

    With consumer spending on the rise, some of the natural beneficiaries are travel companies, as traveling is something people love to do when they have money. Several firms in the industry have seen strong rallies this year, on the back of better-than-expected results. Priceline.com (NASDAQ: PCLN), one of the largest travel websites, recently came out with a solid earnings beat, and has over the last few years been growing more »

  • Why the Biggest Chinese Online Travel Agency Will Keep Growing

    By Adrian Campos - August 3, 2013 | Tickers: BIDU, CTRP, LONG, EXPE

    Ctrip.com International (NASDAQ: CTRP) , also known as Ctrip, is the biggest Chinese online travel agency, and that should be enough to watch it closely. The past 12 months have been wonderful for Ctrip shareholders; the annual return is close to reaching 200%. Yet, not everything has been bright in the history of Ctrip. A quick view at the historical stock performance shows the stock price is still far from more »

  • Is This Chinese Travel Company the Best in the Space?

    By Brian Nichols - August 2, 2013 | Tickers: CTRP, EXPE, PCLN

    Ctrip.com (NASDAQ: CTRP) is essentially the Expedia of China, a region of the globe that is growing rapidly in tourism. On Thursday, the stock rallied 20% after a strong quarterly report. Yet, after this report, is Ctrip a better investment opportunity than American companies Expedia (NASDAQ: EXPE) or Priceline (NASDAQ: PCLN)?

    Quarter at a Glance

    For the second quarter in a row, Ctrip is soaring after analysts were unable more »

  • 7 Core Growth Stocks for Your Portfolio - Priceline

    By Robert Baillieul - July 15, 2013 | Tickers: CTRP, GOOG, PCLN

    It's not often you get a second shot at a business model that revolutionized an industry - and made investors rich. Yet that's precisely what Priceline.com (NASDAQ: PCLN) offers. 

    Why it's a core holding

    Priceline revolutionized the way people make travel reservations. In the past decade, Americans and Europeans said goodbye to their old-fashion travel agent and began making their trip arrangements online.

    During that time Priceline more »

  • Billionaire Glenn Dubin’s Small Cap Picks

    By Meena Krishnamsetty - July 7, 2013 | Tickers: CZZ, CTRP, SATS, SEIC, URI

    We track quarterly 13F filings from hundreds of hedge funds as part of our work researching investment strategies, and have found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks (which we define as those with market capitalization between $1 billion and $5 billion) receive less more »

  • Tourist Dollars: Is There Any Value in Online Travel Companies?

    By Victor Selva - July 5, 2013 | Tickers: CTRP, EXPE, AWAY, PCLN

    As the economy recuperates worldwide, online bookings increase and emerging economies offer growing Internet populations, travel-related websites seem poised to grow. Below you will find three particularly popular travel booking sites that hold strong market shares and offer compelling growth prospects for the years to come. The sites are Priceline (NASDAQ: PCLN), HomeAway (NASDAQ: AWAY) and Expedia (NASDAQ: EXPE). Let’s take a look at them and see what they more »

  • Why You Should Hold off on Priceline

    By Meena Krishnamsetty - June 27, 2013 | Tickers: AXP, CTRP, EXPE, OWW, PCLN

    Fresh off its acquisition of Kayak to strengthen its market leadership position in travel reservations, Priceline (NASDAQ: PCLN) has risen above $800 per share and is now up nearly 30% year to date, easily outperforming broader market indices. In the first quarter of 2013, the company’s revenue grew by 26% versus a year earlier with pretax income increasing at roughly the same rate (net margins did increase, but this more »

  • Is it Time to Invest in Chinese Travel Stocks?

    By Leo Sun - May 18, 2013 | Tickers: CTRP, LONG, HMIN

    Back in 2007, Chinese travel stocks were expected to be the next great growth industry. At the time, investors had many reasons to be optimistic. The 2008 Olympics were supposed to open the floodgates to tourists, and the 2010 Shanghai World Expo and Guangzhou Asian Games would generate huge amounts of revenue for Chinese travel and lodging companies. Unfortunately, that grand long-term view didn’t account for the devastating 2008-2009 more »

  • Did Monday’s Market Moving Downgrades Create a Buying Opportunity

    By Brian Nichols - May 15, 2013 | Tickers: ANR, AZO, CTRP

    On Monday we saw several stock-moving downgrades from high-profile firms. While many of these downgrades are warranted, some are following the leader of prior downgrades, and may create upside for the investor. Thus I am looking at the top downgrades to determine if any present value.

    AutoZone (NYSE: AZO)

    In my book Taking Charge With Value Investing (McGraw-Hill, 2013) I present a value-finding formula that I call (10-10-10) which has more »

  • Billionaire Glenn Dubin’s Small Cap Picks

    By Meena Krishnamsetty - April 12, 2013 | Tickers: CTRP, SATS, PMT, SEIC, URI

    The most popular small cap stocks (defined as those with market capitalization between $1 billion and $5 billion) among hedge funds outperform the S&P 500 by 18 percentage points per year on average. We think that this is because small cap stocks receive less attention from the financial media and institutional investors such as mutual funds.

    Hedge funds are, therefore, more likely to uncover an undervalued or overvalued stock more »

  • Will Ctrip’s Stock Ever Fly Again?

    By Mark Holder - March 27, 2013 | Tickers: BIDU, CTRP, PCLN

    After trading as high as $50 in early 2011, Ctrip.com International (NASDAQ: CTRP) continues to languish in the low $20s. Even with a growing revenue base, the company faces margin pressures from online entrants to the travel market in China and a general lack of interest in Chinese stocks.

    Ctrip is a leading travel service provider of hotel accommodations, airline tickets, packaged tours, and corporate travel management in China more »

  • Billionaire Dubin's Newest Stock Picks

    By Meena Krishnamsetty - March 18, 2013 | Tickers: BRCM, CTRP, ETN, PBR, RIG

    Glenn Dubin co-founded Highbridge Capital Management with childhood friend Henry Swieca over twenty years ago, although Swieca has since left the firm. JP Morgan acquired Highbridge last decade but has kept Dubin on as CEO in a successful example of a financial institution buying a fund. We take a high interest in the firm’s holdings, as we have found that the most popular small-caps amongst hedge funds can lead more »

  • Long/Short Equity Hedge Fund’s ‘Fab Five’ for 2013

    By Meena Krishnamsetty - February 25, 2013 | Tickers: CTRP, EQIX, GOOG, LMCA, DIS

    In collaboration with MarketWatch, we at Insider Monkey have created the Billionaire Hedge Fund Index, which tracks the consensus stock picks of the world’s foremost hedge fund managers. In 2012 alone, our index returned 24.3%, outpacing the S&P 500 by 8%. More impressively, our small-cap strategy has historically beaten the market by 18% a year, proving that there are plenty of ways to generate outperformance if you more »

  • Hedge Fund Emerging Sovereign Group’s Newest Stocks for 2013

    By Meena Krishnamsetty - February 7, 2013 | Tickers: CTRP, MJN, MPEL, MDLZ, VRSN

    The beginning of February brought with it the latest 13F filing from J Kevin Kenny Jr., head of hedge fund Emerging Sovereign Group. Kevin Kenny started the fund over ten years ago, seeded by Julian Robertson of Tiger Management fame. He previously earned an MBA from Wharton and spent six years at investment bank Morgan Stanley. Two years ago, Carlyle Group engaged in a 55% purchase of the fund, which more »

  • The Steep Price of Ctrip.com's Pricing War

    By Leo Sun - January 30, 2013 | Tickers: CTRP, LONG, EXPE, PCLN

    Five years ago, Chinese online travel agency Ctrip.com (NASDAQ: CTRP) was a rising star, a momentum stock that was blessed by a growing Chinese economy and the 2008 Beijing Olympics. American analysts continually recommended Ctrip, along with Internet search leader Baidu, as the premier ‘stocks to own’ as China became the second largest economy in the world.

    Since that blissful heyday, the stock has dropped 20%, and short interest more »

  • Cliff Asness Has Been Buying up This Internet Stock

    By Meena Krishnamsetty - January 8, 2013 | Tickers: CTRP, EXPE, KYAK, TRIP

    A 13G filed with the SEC has disclosed that AQR Capital Management, a hedge fund managed by Cliff Asness, owns about 590,000 shares of Kayak (NASDAQ: KYAK). This gives it nearly 13% of the total shares outstanding. Our analysis of AQR’s 13F filing for the third quarter of 2012 shows that it did not own any shares at the end of September (see Cliff Asness's stock picks more »

  • Billionaire Stephen Mandel is Bullish about This Stock

    By Meena Krishnamsetty - December 26, 2012 | Tickers: CTRP, EXPE, PCLN, TRIP, YELP

    Tiger Cubs, those hedge fund managers who learned the tricks of the trade from Julian Robertson at Tiger Management, are really excited about travel websites. When we look at our database of 13F filings from the end of the third quarter, the top five owners of market leader Priceline's (NASDAQ: PCLN) stock are all Tiger Cub funds. The largest position, at 1.4 million shares, or nearly $900 million more »

  • Stocks That Traded Higher with Upgrades - and May Continue

    By Brian Nichols - December 18, 2012 | Tickers: CTRP, GASS, UNIS, YOKU

    It seems that over the last few weeks analysts have become more vocal with their opinions. These are people and firms who are providing their opinions regarding the outlook for both companies and the economy over the next year and beyond. However, these opinions often have meaning and have the ability to move individual stocks. With that being said, I am looking at several of the big calls on Tuesday more »

  • Is Priceline Ready for Takeoff?

    By Leo Sun - December 18, 2012 | Tickers: CTRP, EXPE, GOOG, OWW, PCLN

    Shares of online travel giant Priceline.com (NASDAQ: PCLN) have taken investors on a wild roller coaster ride over the past twelve months, bouncing between a low of $448.13 and a high of $774.96. The stock surged 20% between October 25 and December 3 after numerous analysts turned bullish on the online travel booking service, best known for its advertisements featuring “The Negotiator” William Shatner.

    After the stock more »

  • Priceline is Becoming a Tiger Hotel

    By Meena Krishnamsetty - November 24, 2012 | Tickers: CTRP, EXPE, KYAK, PCLN, TRIP

    The four largest positions in Priceline.com (NASDAQ: PCLN) in our database of 13F filings for the third quarter of 2012 all belonged to “Tiger Cub” hedge funds. These funds are so called because one or more of their managers had previously worked at Julian Robertson’s Tiger Management. Robertson is not only a legendary investor and a billionaire, but is specially noted for being able to instill the tools more »

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