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Home sales fall in first-tier cities

Home sales in first-tier cities fell on both a MoM and YoY basis during the first 27 days of July, while a sharp rise in unsold housing in these areas points to mounting downward pressure on home prices. 

31 July 2014

July survey data points to patchy recovery

China Confidential’s proprietary indicators suggested a strengthening of activity in a number of key sectors in July, with a greater proportion of respondents reporting an increase in freight shipments, labour demand rising, consumer spending remaining strong and confidence improving. 

31 July 2014

Tuniu – tour specialist capitalising on travel boom

Our proprietary survey data suggests that online packaged tour specialist Tuniu is enjoying growing popularity due to strong demand from entry-level outbound tourists in particular.

31 July 2014

eLong – outmanoeuvred by more nimble peers

Weak air ticket bookings and limited exposure to fast-growing sub-segments are eroding market share for loss-making online travel agency eLong.

31 July 2014

Priceline – tapping into the outbound tourism boom

US online travel agent Priceline is poised to gain further market share in China, supported by its huge overseas hotel inventory and the trend towards independent travel among wealthier Chinese tourists.

31 July 2014

Beijing selects SOEs for pilot reform

Investors and analysts debate the significance of a recently announced pilot reform scheme for selected state-owned enterprises.

31 July 2014

Ctrip – maintaining its lead despite margin pressures

An aggressive acquisition strategy has enabled Ctrip to consolidate its leadership of China’s overseas travel agency market. However, competition is growing, while margins continue to decline.

31 July 2014

Qunar – price comparison site gains ground

China’s leading travel price comparison site is enjoying growing popularity among price-sensitive consumers, but rising costs associated with restructuring continue to weigh on its bottom line.

31 July 2014

Online travel – branching out

Leading online travel agencies are looking to diversify their offerings beyond air tickets and hotel bookings into fast-growing sub-sectors in order to tap into new pockets of growth in a fast-growing but increasingly mature market.

31 July 2014

Soaring investment in China’s film industry

A recent surge in investment in film and TV companies has raised questions about the sustainability of the sector.

31 July 2014
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