Cathay Pacific Haitong released a research report saying that the pattern is expected to remain stable after the platform's code of conduct, and the international business will be an inflection point in the long-term revaluation of the platform's value. Supervision is implemented, business rectification is in line with expectations, which is beneficial to long-term ecological stability, and increased certainty will lead to valuation repair. The OTA industry has stable strategic partnerships with low frequency, strong mentality, factors and platforms, and the industry pattern will remain stable. Going overseas will bring room for long-term repricing. Currently, the Ctrip platform has leading share in international markets such as Southeast Asia, East Asia, and South America. Continued increase in overseas revenue share and profit will be a key catalyst and long-term inflection point for value revaluation.

Zhitongcaijing · 2d ago
Cathay Pacific Haitong released a research report saying that the pattern is expected to remain stable after the platform's code of conduct, and the international business will be an inflection point in the long-term revaluation of the platform's value. Supervision is implemented, business rectification is in line with expectations, which is beneficial to long-term ecological stability, and increased certainty will lead to valuation repair. The OTA industry has stable strategic partnerships with low frequency, strong mentality, factors and platforms, and the industry pattern will remain stable. Going overseas will bring room for long-term repricing. Currently, the Ctrip platform has leading share in international markets such as Southeast Asia, East Asia, and South America. Continued increase in overseas revenue share and profit will be a key catalyst and long-term inflection point for value revaluation.