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The great Indian homestay hunt: Why MakeMyTrip is fighting for India’s smallest stays
MINT· 2025-10-23 11:30
Chennai: Gangaikonda Cholapuram, the capital of the Chola dynasty for over 250 years, was once a bustling place. Today, it is a sleepy village, with very few good places to stay around the heritage site. 45-year-old Arunram realized this while planning a long weekend with his family recently. He needed a star hotel close to the heritage site and near the highway as he wanted to drive from Chennai. While researching, his first stop was Agoda, an international online travel booking portal. Unhappy with the c ...
Booking Holdings (NASDAQ:BKNG) Targets Higher Market Share with Strategic Moves
Financial Modeling Prep· 2025-10-23 03:00
Booking Holdings (NASDAQ:BKNG) is a prominent player in the online travel agency industry. The company is known for its extensive portfolio, which includes well-known brands like Booking.com, Priceline, and Agoda. It competes with other major players such as Expedia and Airbnb. Recently, KeyBanc set a price target of $6,450 for BKNG, suggesting a potential upside of 23.31% from its current price of $5,230.59, as highlighted by TheFly. During the trading day, BKNG's stock has fluctuated between $5,206.66 and ...
ixigo Is Quietly Ascending To Become The Next Travel Giant
Inc42 Media· 2025-10-17 00:30
Core Insights - Ixigo has achieved 200% stock gains since its IPO and maintains over 10% EBITDA margins, positioning itself as a competitor to MakeMyTrip and EaseMyTrip in the Indian travel market [1][7] - The company has developed a strong rail-focused business model, leveraging strategic acquisitions and a multi-modal approach to expand its services across trains, flights, and buses [1][5][17] Financial Performance - Ixigo reported a record revenue of INR 914.2 Cr for FY25, marking a 39% increase year-on-year, with adjusted EBITDA rising 71% to INR 94.8 Cr [2][10] - The gross transaction value (GTV) reached INR 14,972 Cr, a 65% increase, driven by a 183% surge in flight bookings [11] - In Q1 FY26, revenues soared 73% to INR 314.5 Cr, and net profit increased by 76% to INR 28.7 Cr [10][33] Market Position and Strategy - Ixigo holds a 51% market share in the online train ticketing space, benefiting from a large consumer base of over 5 million daily users [5][24] - The company has integrated its services through a flywheel strategy, enhancing customer experience and cross-selling opportunities among its various platforms [21][22] - The focus on Tier II and III cities aligns with India's growing consumer market, projected to reach $4.3 Tn by 2030 [3][24] Competitive Landscape - Ixigo's disciplined approach to profitability and AI-driven personalization has allowed it to outperform competitors like EaseMyTrip, which reported a revenue decline in FY25 [7][33] - Despite challenges in scaling its flight booking segment, Ixigo has shown stronger growth momentum compared to its peers [30][29] - The competitive environment includes established players like MakeMyTrip and Yatra, which have significant market presence and diversified offerings [7][32] Future Outlook - The company is raising INR 1,296 Cr from Prosus to further fuel its growth, indicating robust financial health and potential for expansion [17] - Ixigo's focus on AI and technology-driven solutions aims to enhance user experience and operational efficiency, positioning it well for future challenges [16][18]
NusaTrip Inc to Present at the LD Micro Main Event XIX
Newsfile· 2025-10-13 11:30
Company Overview - NusaTrip Inc is a leading integrated travel technology platform based in Southeast Asia and Asia Pacific, established in 2015 and headquartered in Jakarta, Indonesia [6] - The company offers a marketing platform with over 500 airlines and 650,000 hotels worldwide, and is the first Indonesian-based online travel agent to receive International Air Transport Association (IATA) accreditation [6] Event Details - NusaTrip will present at the 19th annual LD Micro Main Event on October 20th, 2025, at 9:30 AM PT in San Diego, California [1][3] - The LD Micro Main Event XIX will take place from October 19th to 21st, featuring around 120 companies presenting in half-hour increments and private meetings with investors [4][5] Market Position and Growth - Since its IPO in August 2025, the capital markets have reacted positively to NusaTrip's leading position in the Southeast Asian travel sector, with robust year-on-year growth in inbound travel [3]
This Diwali, you can save money as you book your travel using your credit card
MINT· 2025-10-09 08:52
(ANI) An online travel portal has launched its Diwali sale 'Travel Utsav Sale' between October 7 to October 14, offering discounts on flight and hotel bookings.This limited-time festive sale offers a diverse lineup of discounts on a wide range of travel services on the platform, where travellers can grab attractive offers on flights, hotels, buses, cab bookings, and holiday packages.The Travel Utsav Sale will present customers with tempting deals on flights, hotels, buses, and cabs.Also Read | Diwali shoppi ...
携程发布2025出入境旅游趋势指南 上海、北京等位列客流前五目的地
Feng Huang Wang· 2025-09-19 06:18
凤凰网科技讯 9月19日,近日,携程在韩国仁川发布《2025出入境旅游趋势指南》。数据显示,2025年 上半年韩国游客来华旅游订单用户数同比增长125%,上海、北京、青岛、广州、成都位列客流前五目 的地。 针对韩国游客需求,携程口碑榜基于订单销量、用户口碑等五大维度推出多场景主题推荐,包括"必打 卡夜游""亲子乐园酒店"及新增的"家乡味餐厅"榜单。其中夜景榜单收录上海外滩、重庆洪崖洞等30个 景点,并提供多语言预约及分享功能。 据悉,该榜单采用三层验榜体系:由携程黑钻用户(年均酒店订单金额约6000元)进行实地体验反馈, 业务团队初审更新,行业专家二次校验。平台表示榜单可为商户带来10%额外订单收益,未来一年计划 邀请全球验榜师深入中国31省市新增超千条实地贴士。 ...
X @外汇交易员
外汇交易员· 2025-09-17 13:33
郑州市市场监管局依法对携程旅行网 $TCOM 运营主体进行行政约谈。经调查核实,该平台违反《中华人民共和国电子商务法》第三十五条及《网络反不正当竞争暂行规定》第二十四条的规定,存在利用服务协议、交易规则和技术手段对平台内经营者的交易及交易价格进行不合理限制的问题。郑州市市场监管局已于2025年9月4日依法向其下达《责令改正通知书》。本次约谈旨在督促企业全面整改、规范运营,切实维护公平竞争市场秩序,保障平台内经营者合法权益。 ...
中国在线旅游平台 - 利好政策支撑旅游消费-China OTAs-Positive Policy Supporting Travel Consumption
2025-09-17 01:51
Summary of Key Points from the Conference Call Industry Overview - **Industry**: China Online Travel Agencies (OTAs) and Internet Services - **Key Players**: Trip.com Group Ltd (TCOM), Tongcheng Travel Holdings (0780.HK), Tencent Music Entertainment Group (TME) Core Insights and Arguments - **Positive Policy Support**: The Ministry of Commerce and other government entities have released new policy guidelines aimed at boosting services consumption in China, which is expected to benefit OTA players like TCOM and Tongcheng [1][2] - **Upcoming Events**: The National Day and Mid-Autumn Festival are anticipated to drive stock performance for TCOM and Tongcheng, with TCOM having significant exposure to inbound travel [1] - **TME's Strategy**: TME is exploring offline event opportunities and leveraging the fans-based economy, which aligns positively with the new policies [1] Policy Measures Highlighted 1. Expansion of visa-free entry to China and facilitation of accommodation, payment, and telecom services for foreign travelers [5] 2. Introduction of Spring/Autumn holidays for students to encourage travel [5] 3. Promotion of popular foreign sports events and domestic cultural events to stimulate travel [5] 4. Extension of operating hours for high-quality museums and attractions, along with an optimized reservation system [5] Valuation and Risk Analysis - **Tongcheng Travel Holdings**: - WACC of 11.5%, slightly higher than TCOM due to its smaller size, with a terminal growth rate of 3% [6] - **Trip.com Group Ltd**: - Base case DCF with a WACC of 10.5% and terminal growth of 3% [7] - **TME**: - Probability-weighted approach for risk assessment [8] Risks Identified - **Upside Risks**: - Strong pent-up demand and moderating competition in lower-tier cities could lead to margin improvements [9] - **Downside Risks**: - Softer macroeconomic growth in China may impact price-sensitive users, alongside intensifying competition in lower-tier cities [9] Financial Projections - **Trip.com Group Ltd**: - Base case price target of US$22.7 per share, bull case of US$34.0, and bear case of US$16.3 [10] - **TME**: - Potential for stronger-than-expected growth in music subscribers and social entertainment revenue [10] Additional Considerations - **Market Dynamics**: The report indicates a rebound in macroeconomic growth and recovery in outbound travel, which could positively impact the sector [10] - **Regulatory Environment**: The report highlights the importance of regulatory approvals, particularly for TME's acquisition strategies [10] This summary encapsulates the key points from the conference call, focusing on the industry dynamics, company strategies, and financial outlooks while identifying potential risks and opportunities.
Spotlight on Airbnb: Analyzing the Surge in Options Activity - Airbnb (NASDAQ:ABNB)
Benzinga· 2025-09-15 20:03
Financial giants have made a conspicuous bearish move on Airbnb. Our analysis of options history for Airbnb ABNB revealed 26 unusual trades.Delving into the details, we found 26% of traders were bullish, while 53% showed bearish tendencies. Out of all the trades we spotted, 11 were puts, with a value of $437,905, and 15 were calls, valued at $731,019.Expected Price MovementsAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between ...
NusaTrip Inc (Nasdaq: NUTR) Reports Breakout 2Q 2025 Financial Results; Recognizes 472% Year on Year Revenue Growth from 2Q 2024
Globenewswire· 2025-09-03 12:00
Core Viewpoint - NusaTrip Inc has reported significant financial growth in 2Q 2025, indicating a strong recovery and expansion in its operations within the Southeast Asia and Asia-Pacific travel markets [2][4]. Financial Performance - 2Q 2025 revenues increased by 472% year on year, rising from $173,500 in 2Q 2024 to $993,041 in 2Q 2025 [2]. - Quarter on quarter, revenues grew by 251%, from $283,157 in 1Q 2025 to $993,041 in 2Q 2025 [2]. - The operating profit for 2Q 2025 reached $408,701, a turnaround from a loss of $436,611 in 2Q 2024 [2]. Capitalization and Growth Strategy - As of June 30, 2025, NusaTrip had $6.9 million in cash, positioning the company well for the completion of its new travel technology platform in 4Q 2025 and potential acquisitions in the SEA and APAC regions [3]. - The company has opened new offices in Beijing and Hong Kong during the second quarter of 2025, further expanding its operational footprint [3]. Strategic Focus - NusaTrip aims to continue its acquisition strategy, focusing on integrating offline travel agencies to enhance growth. The company has successfully acquired VLeisure and VIT in Vietnam and is looking to acquire additional travel agencies in various countries including China, Hong Kong, and the Philippines [5]. - The company is the first IATA-accredited online travel agent in Indonesia, providing access to a wide range of airline fares and inventories, which enhances its competitive position in the market [6].