Ctrip opened with Chenglian encirclement and suppression

Absrtact: Ctrip is very busy recently, but should be busy very happy. In the stakes and the same process, Ctrip started with a staggering speed to start a two-way war, encirclement and suppression of the target including the gossip object where and the old opponent Art Dragon. And a stone stirs up the thousand layers

Ctrip is very busy recently, but should be very busy.

In the stakes and the same process, Ctrip began with a staggering speed to "two-way" led by the "encirclement and suppression" war, "encirclement and suppression" of the target, including "gossip" where the object and old opponents art dragon. And a stone stirs up thousand layers of waves.

So, Ctrip's next stake or "encirclement and suppression" of the object will be who?

Recently, a popular slogan is: "Your benefit, no, is your benefit Tatsu!" Now this sentence used in the recent series of mergers and acquisitions and business, that is, "your market share, no, are Ctrip's market share!" ”

In fact, Ctrip is almost exactly the same as the Art Dragon model, when both have not been listed, many investors are worried about where to invest, because it is evenly matched and the pattern is identical. However, now look back, invest in Ctrip people should be secretly grateful. Over the years, Ctrip's business from the most basic air tickets and hotels, extended to train tickets, holiday, business, scenic and other upstream and downstream links, while the art of the performance loss can only arm stop, in the cut off the holiday and business travel, art Dragon now only air tickets and hotels, and even the industry pointed out that even the ticket is not its focus, Only the hotel is the "play" of the Art Dragon.

However, has covered the upstream and downstream industry chain many areas of Ctrip is not satisfied, precursors investment flagship North American tourism, and then into the field of car rental, and then simply take the cicada travels, will travel introduction plate also included in the bosom. Because in Ctrip's view, in addition to hotels, air tickets and other traditional tourism areas, travel guide can maximize the efforts to help its wireless end business, and wireless correct is the major OTA (online travel agents) are competing for the "Sweet cakes."

If you think Ctrip's mergers and acquisitions in this regard, that is wrong, once set foot on the acquisition of the Express Ctrip, "simply can not stop." Ctrip recently suddenly took a stake in the cattle and the same way, its stake in the way cattle to make people feel "unexpected, reasonable", not long ago, Ctrip just questioned the way cattle prospectus untrue, turned but invested in the passers-by. Close Personage discloses, this is no lack of Ctrip capital operation of another skill--want to raise first suppress, first will be a way cow pressure, and the bull's own strength is indeed inferior to several other large scale, in order to enhance their own stock prices and market valuations, then the side of the road with Ctrip and Cheng approached, both sides "hit" to reach the investment intention.

While taking stakes in the cattle, Ctrip will look at the same process. Although Ctrip invested hundreds of millions of yuan ticket price war, but with Cheng is a professional ticket business leader, so "deep pockets" with Cheng Lima in the simplest way to become the second largest shareholder.

There is no eternal enemy, only eternal interest. The advantages of the team tour, the same way tickets business advantages are the value of Ctrip, Ctrip through a series of serial attack, its current business has covered hotels, air tickets, train tickets, scenic tickets, team tours, vacations, business travel, Raiders, car, group buying and other fields.

From the surface, Ctrip is indeed through a series of acquisitions to get a lot of business plate extension, which is certainly one of the main purposes of Ctrip, but perhaps it wants to get far more than these.

"We can see that Ctrip's current market share is already the largest in the industry, but after all, the entire tourism market, online operators of the overall development space is still very large, along with the rise of small and medium-sized rivals, Ctrip will also be distracted to compete, especially last year began the price war, Almost all of the OTA in the war on the loss of profits, the serious people also have financial losses. Therefore, vicious consumption will only reduce the pure profit of Ctrip, then for ' Not bad money ' Ctrip, if you can through capital mergers and acquisitions, and other ways to eliminate competitors, it can reduce vicious competition, but also to get more ' their own ' together to expand the market. "Wei Changren, chief analyst at the powerhouse Consulting, said.

and "Big guy" Ctrip's action has been more than the industry analysis came faster and more ruthless.

Just completed on the same course of shares, the industry analysis of the cooperation between the two should only stay at the business level, however, Ctrip immediately by their "second largest shareholder" identity to have not yet become "the" people in the industry to launch the "encirclement and suppression", first Ctrip together with the next to where the ticket business, almost at the same time, the same process and the original "Tencent The Department brothers "Art Dragon terminated the hotel resources cooperation, and" readily "compensation to the art dragon 30 million yuan.

The industry believes that such a generous behind, it is not difficult to see the leading role of Ctrip. Ctrip is the use of capital-ally resources, will be opponents one by one, eventually when the enemy become allies or be eliminated, Ctrip naturally become the industry's "one-alone show."

Some operators point out that perhaps the ambition of Ctrip is not just the business level, but the capital level. At present, Ota and bat (Baidu, Alibaba and Tencent) have a complex capital relationship-where Baidu Holdings, Alibaba acquisition of poor travel network, Tencent Investment with Rountines Art Dragon, Ctrip investment with the same process and the cattle. If Ctrip and "gossip" to where to talk about mergers and acquisitions cooperation, then in addition to Art Dragon, Ctrip almost with most of the OTA have Capital Association, in fact, recently also spread Ctrip intention to buy art dragon rumors.

These "You have me, I have you" capital Association may not only be the strategic level of significance. It is noteworthy that carrying thread secretly exerting financial business, in the near future, before the introduction of a rebate function "with Cheng", Ctrip opened the sale "Cheng Bao", the product not only continued the "Carry Cheng" rebate, but also with Ctrip stock trend linked to value-added to attract more customers to buy prepaid. Ctrip's financial department admits it may also be trying to expand its internet banking business for the future.