The price of the bull is up 20% Ctrip "holding a group to keep warm" mixed

Absrtact: May 9, the successful landing of the Nasdaq. Before the IPO, the price of the bull was mainly challenged by two main questions: the single business model and the overall downward adjustment of US stocks. However, the stock price has risen more than 20% since the listing. For the shareholders behind the bull

May 9, the successful landing of the Nasdaq. Before the IPO, the price of the bull was mainly challenged by two main questions: the single business model and the overall downward adjustment of US stocks. However, the stock price has risen more than 20% since the listing.

On the list of shareholders behind the bull, said, and former rivals "holding a group of heating" is a mixed blessing.

The bull price rose 20%

The reporter noted that the May 12 close, the stock rose to 11.1 U.S. dollars, compared with its IPO 9 U.S. dollars in the opening price, up 20%. In the United States technology stocks overall adjustment and Alibaba, Beijing and the east of the two large stocks into the absorption of the stone to the other in the context of pressure, the price of the bull's stock performance is not easy.

For the single question of business model, the night of the IPO, the CEO of Udunder to the domestic media, including the daily economic news reporter, said that after the listing, the passers-by will still focus on the leisure tourism market, more around this piece of plowing. In addition, business expansion through capital acquisitions is not ruled out but will not be extended horizontally to other lines of business for the time being.

After the listing of passers-by, its shareholders on the list of Ctrip is very eye-catching.

It is understood that on the eve of the listing of cattle, Ctrip to 15 million U.S. dollars hastily shares. After the successful listing of passers-by, as a shareholder of Ctrip, natural mixed place. But happy behind, more should be worry, after all, a stake in the bull, is not a kind of active marriage, rather than a performance under the pressure of the passive hand.

Ctrip's first Tipali slipped

Ctrip recently released the first quarter of 2014 without the audit results showed that the first quarter net profit fell 25%, to 115 million yuan.

Recently, China's software Information network for the domestic market mainstream online tourism brands have done research, consider indicators including user concerns, media attention, micro-blog attention, news dissemination and website traffic. The survey data showed that Ctrip's independent visits fell 80% in March, from 3.96 million in February to 756,000.

The industry has a point of view, Ctrip's first quarter net profit decline and the loss of users and "leak door" there is a direct causal relationship between the incident. The reporter contacted Ctrip related responsible person, the other side replied that "do not understand the statistical data of China's software Information network is a kind of organization."

Powerhouse Consulting CEO Wei Changren in the "Daily economic news" reporter interviewed, said the "leak door" incident does have a certain negative impact on Ctrip, especially in the current growth of Ctrip facing the overall downward background. But in his opinion, the main reason for its 2014-year net profit decline, or due to the background of the performance under pressure, Ctrip began in accommodation, transportation, tourism and other business lines of the product development, marketing and other aspects of increased investment in order to seek a breakthrough caused.

More competition than cooperation?

Recently, Ctrip and former rivals "holding group heating", first to 220 million dollar strategy to invest in the same process and become the second largest shareholder, followed by a 15 million dollar stake in the cattle.

For cooperation, Udunder will interpret it as a business complementary, that is, online leisure tourism market, the cattle online with the group Business First, Ctrip in the field of self-help travel is larger, the main road to outbound cattle, Ctrip more inclined to the domestic, the way cattle open procurement, Ctrip mainly own production.

However, Wei Changren believes that Ctrip's current cooperation with the passers-by will optimize the external competitive environment of its tourism and holiday business, and produce a certain competing relationship, which is beneficial to the long-term development of the line of business. However, considering that several enterprises are still independent corporate entities, each need to have better performance, the main line of the future is still more competition than cooperation.

In addition, the reporter noted that before the listing of passers-by, Ctrip has questioned the way cattle prospectus untrue. Therefore, it can be said that Ctrip shares in the cattle, on the one hand, the amount is not large, the impact on the decision of the pedestrian cow is not; on the other hand, a stake may itself be a defensive strategy under concern.