info

Ctrip Q1 2007 Earnings Call Transcript

Very informative. Actually pretty surprised about the level of transparency on this call, regarding commission numbers, market share etc. Nobody asked, though, how big is the potential market for Ctrip to gain? In terms of market cap, Ctrip is almost 1/3 of Expedia now but I gather the US market is probably more than 3 times bigger than Chinese market but I could be wrong.