$携程网(CTRP)_老虎社区_美港股上老虎

2019-05-22

$携程网(CTRP)$

从这两年发展趋势看，携程、阿里、美团三足鼎立，但阿里和美团增速远超携程，同时17年开始携程增速以明显放缓收窄，且携程相关体系庞大服务质量参差不齐，相关投资体系的公司也不断亏损扩大，以及携程产品服务对投诉和旅游、酒店等相关产品过于强势，客户体验和投诉应对效率远不及阿里、美团，另一方面业绩持续承压放缓。通过收集数据和媒体公布的数据，综合分析预测第一季度营收约71到74亿左右，同时加速布局线下成本增加，亏损有望继续扩大。因此第一第二季度财报数据看空。【只做数据分析解析，不构成直接投资建议！】

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

小阿贵
2019-05-22
小阿贵
“客户体验和投诉应对效率远不及阿里、美团”这句话，相当不认可，有相关数据吗，作为用户我用下来是反过来的哦~
- 风雨变幻荣辱不惊:
  投诉黑料去投诉网，有具体投诉维权详细数据！[微笑]
朱时
2019-05-23
朱时
客户体验不如美团阿里？？？
九格
2019-05-22
九格
我一直好奇，这个行业怎么线上发展了这么多年之后，信息差还这么大啊
小小骆驼
2019-05-22
小小骆驼
携程会更注重利润，携程体系内以盈利为导向

发表看法

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