Showing posts with label Fundamentals. Show all posts
Showing posts with label Fundamentals. Show all posts

ZackStocks: CTrip.com International (CTRP) - Going Places in China

Friday, January 4, 2008
When Chinese citizens decide to spend a vacation traveling, chances are they will use CTrip.com (CTRP) at some point in the planning stages. The company operates much the same as the US equivalent Orbitz or Expedia except for the fact that CTRP enjoys what essentially amounts to monopoly status. Bear Stearns estimates that the company holds a 57% market share of the Chinese online travel market and that level has been growing quarter after quarter.



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Abnormal Returns: Friday links: hedge fund lite

“Stocks rarely rise from over an 18 times P/E multiple unless profit margins rise or bond yields drop.” (TheStreet.com)

2007 stock sector performance in one graph. (Crossing Wall Street)

Money managers back the rise of ‘hedge fund lite.’ (Economist.com)







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Mish: Unemployment Soars as Private Sector Jobs Contract


There was finally some dose of reality in the December jobs report. But as weak as the headline number was (and it was very weak), the details were even worse. Let's take a look at The Employment Situation: December 2007.


The unemployment rate rose to 5.0 percent in December, while nonfarm payroll employment was essentially unchanged (+18,000), the Bureau of Labor Statistics of the U.S. Department of Labor reported today. Job growth in several service-providing industries, including professional and technical services, health care, and food services, was largely offset by job losses in construction and manufacturing. Average hourly earnings rose by 7 cents, or 0.4 percent.


Value Plays: Friday Links



Forget the 60's, Bloggystyle, Credit Cards, Hmmm...

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