4 Reasons Why Didi and Ctrip Should Merge (95)

This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China.

You can listen to this podcast here or at iTunes and Google Podcasts.

4 Reasons Didi and Ctrip should merge:

1. They are both subscale in B2C digital China
2. Both are exposed. And industry barriers in services are shifting and falling.
3. They are complementary in terms of users, usage, data and cash flow.
4. Meituan is coming. It is likely it will enter ride-sharing, just like it did in accommodations.

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Related articles:

• Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update)
• Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff’s Asia Tech Class – Podcast 22)

From the Concept Library, concepts for this article are:

• Indirect Network Effects
• Marketplace Platform for Services

From the Company Library, companies for this article are:

• Ctrip
• Didi

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I write and speak about digital China and Asia’s latest tech trends.

I also run Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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