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

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