For Growth in China, See Ctrip.com

Tags: ctrp
19 May 11:37pm
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Ctrip.com (CTRP) reported strong financial results for the first quarter of 2008 in spite of bad weather, and again exceeded market consensus estimates. Its profit margin continued to improve due to strong revenue growth and increased commission per ticket sold.


Ctrip's results were driven by strong growth in all of its business units. We think Ctrip's past results demonstrate that the company's long-term growth story remains intact under almost all circumstances. Therefore, we maintain our Buy rating on Ctrip.


Based on our estimate for fiscal year 2008, earnings per share, the company is trading at 59.8x, which is similar to the industry average. Based on our EPS estimate for fiscal year 2009, CTRP shares are trading at 40.3x, which is much lower than industry average. Using a P/E multiple of 49.3x our fiscal year 2009 earnings per share estimate yields a target price of $70.00, which we believe reflects the company's solid growth prospects.


Read the full analyst report on CTRP.



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