新加坡投资分析平台Smartkarma发出做空携程的报告

老韭菜发新芽

$携程网(CTRP)$

大概意思如下，不知道这个平台有没有影响力。

携程越来越依赖于与其核心OTA业务无关的其他收入来源和非经营项目;在我们看来，盈利质量普遍较低且恶化。

如果没有任何重大收购，携程目前正在努力增加收入，即使以中国旅游的速度（每年约15％）也是如此。其最大的运营部门（交通票务）在Q118停止增长。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

ZOE011
2018-05-28
ZOE011
我是比较看好的
- 老韭菜发新芽:
  目前主要业务竞争太激烈了。
Wolfer
2018-05-28
Wolfer
在中国做交通的哪家是盈利的？我估计你会说中铁，航司……
cago
2018-05-29
cago
不是香榛应该问题不大
Wolfer
2018-05-28
Wolfer
关注国际板块才是正确姿势
阿慢
2018-05-28
阿慢
加油，赶快到50
NEXTTOME
2018-05-28
NEXTTOME
同感

发表看法

7

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":195075,"tweetId":"195075","gmtCreate":1527489950733,"gmtModify":1704893704022,"author":{"id":3484273392061494,"idStr":"3484273392061494","authorId":3484273392061494,"authorIdStr":"3484273392061494","name":"老韭菜发新芽","avatar":"https://static.tigerbbs.com/24a62cc3f9e59480bb26c11bb3756e2d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.laohu8.com/2462c7209fdd442b35b6d7b5414bf585"}],"coverImages":[{"img":"https://static.laohu8.com/2462c7209fdd442b35b6d7b5414bf585"}],"title":"新加坡投资分析平台Smartkarma发出做空携程的报告","extraTitle":"","html":"<html><head></head><body><p>$携程网(CTRP)$ </p> <p><img src=\"https://static.laohu8.com/2462c7209fdd442b35b6d7b5414bf585\"></p> <p>大概意思如下，不知道这个平台有没有影响力。</p> <p>携程越来越依赖于与其核心OTA业务无关的其他收入来源和非经营项目;在我们看来，盈利质量普遍较低且恶化。</p> <p>如果没有任何重大收购，携程目前正在努力增加收入，即使以中国旅游的速度（每年约15％）也是如此。其最大的运营部门（交通票务）在Q118停止增长。</p> <p></p></body></html>","htmlText":"<html><head></head><body><p>$携程网(CTRP)$ </p> <p><img src=\"https://static.laohu8.com/2462c7209fdd442b35b6d7b5414bf585\"></p> <p>大概意思如下，不知道这个平台有没有影响力。</p> <p>携程越来越依赖于与其核心OTA业务无关的其他收入来源和非经营项目;在我们看来，盈利质量普遍较低且恶化。</p> <p>如果没有任何重大收购，携程目前正在努力增加收入，即使以中国旅游的速度（每年约15％）也是如此。其最大的运营部门（交通票务）在Q118停止增长。</p> <p></p></body></html>","text":"$携程网(CTRP)$ 大概意思如下，不知道这个平台有没有影响力。 携程越来越依赖于与其核心OTA业务无关的其他收入来源和非经营项目;在我们看来，盈利质量普遍较低且恶化。 如果没有任何重大收购，携程目前正在努力增加收入，即使以中国旅游的速度（每年约15％）也是如此。其最大的运营部门（交通票务）在Q118停止增长。","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/195075","repostId":0,"isVote":1,"tweetType":1,"viewCount":4500,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TCOM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":277,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":770923,"commentId":"770923","gmtCreate":1527490464954,"gmtModify":1527490464954,"authorId":3479274704707888,"author":{"id":3479274704707888,"idStr":"3479274704707888","authorId":3479274704707888,"name":"ZOE011","avatar":"https://static.laohu8.com/picture34","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我是比较看好的","text":"我是比较看好的","html":"我是比较看好的","likeSize":0,"commentSize":1,"subComments":[{"id":770924,"commentId":"770924","gmtCreate":1527490954099,"gmtModify":1527490954099,"authorId":3484273392061494,"author":{"id":3484273392061494,"idStr":"3484273392061494","authorId":3484273392061494,"name":"老韭菜发新芽","avatar":"https://static.tigerbbs.com/24a62cc3f9e59480bb26c11bb3756e2d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":770923,"supIdStr":"770923","prevId":0,"prevIdStr":"0","content":"目前主要业务竞争太激烈了。","text":"目前主要业务竞争太激烈了。","html":"目前主要业务竞争太激烈了。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":771152,"commentId":"771152","gmtCreate":1527519585978,"gmtModify":1527519585978,"authorId":3441273296546487,"author":{"id":3441273296546487,"idStr":"3441273296546487","authorId":3441273296546487,"name":"Wolfer","avatar":"https://static.laohu8.com/e7ee88c536cc7bc0b4777d18fbbac044","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"在中国做交通的哪家是盈利的？我估计你会说中铁，航司……","text":"在中国做交通的哪家是盈利的？我估计你会说中铁，航司……","html":"在中国做交通的哪家是盈利的？我估计你会说中铁，航司……","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":771393,"commentId":"771393","gmtCreate":1527585852196,"gmtModify":1527585852196,"authorId":3453025169111158,"author":{"id":3453025169111158,"idStr":"3453025169111158","authorId":3453025169111158,"name":"cago","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不是香榛应该问题不大","text":"不是香榛应该问题不大","html":"不是香榛应该问题不大","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":771153,"commentId":"771153","gmtCreate":1527519623122,"gmtModify":1527519623122,"authorId":3441273296546487,"author":{"id":3441273296546487,"idStr":"3441273296546487","authorId":3441273296546487,"name":"Wolfer","avatar":"https://static.laohu8.com/e7ee88c536cc7bc0b4777d18fbbac044","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"关注国际板块才是正确姿势","text":"关注国际板块才是正确姿势","html":"关注国际板块才是正确姿势","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":771106,"commentId":"771106","gmtCreate":1527513674541,"gmtModify":1527513674541,"authorId":340229196118215,"author":{"id":340229196118215,"idStr":"340229196118215","authorId":340229196118215,"name":"阿慢","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.14","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"加油，赶快到50","text":"加油，赶快到50","html":"加油，赶快到50","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":770922,"commentId":"770922","gmtCreate":1527490133058,"gmtModify":1527490133058,"authorId":3479274808936914,"author":{"id":3479274808936914,"idStr":"3479274808936914","authorId":3479274808936914,"name":"NEXTTOME","avatar":"https://static.laohu8.com/picture170","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195075,"objectIdStr":"195075","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"同感","text":"同感","html":"同感","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/195075"}