Expedia EXPE

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    1. European Commission Amplifies Regulatory Process, but Investors Should Stay the Course

      Commentary

      Wed, 15 Apr 2015

      hard time "leveling the playing field," as the Google Play application store is largely open, and parties such as Yelp, Expedia , and TripAdvisor are driving copious amounts of their business through the Android ecosystem. In terms of prebundled applications

    2. Consumer Cyclical Investors: Shop Carefully in 2015

      Headlines

      Tue, 31 Mar 2015

      online travel agency leadership position to expand over the next decade at a much faster rate than that of primary competitor Expedia , driven by a superior position in China, continued leadership in Europe, and expanding presence in the U.S. We see the

    3. Priceline’s Competitive Advantage in China Is Well-Intact; Remains a Top Investment Idea

      Commentary

      Thu, 26 Mar 2015

      our thesis that Priceline is better-positioned there than Expedia and that the region is the largest opportunity in the travel ..... the intensively competitive China region, while eLong (an Expedia majority-owned subsidiary) is in danger of continued share

    4. Expedia takes Decolar.com stake as it deepens Latin America ties

      Headlines

      Tue, 10 Mar 2015

      March 10 (Reuters) - Expedia Inc said on Tuesday it will take a minority stake in Latin American online travel company Decolar.com Inc, expanding its exposure in the region.

    5. Fitch Rates OCBC's AUD Floating Rate Notes Final 'AA-'

      Headlines

      Thu, 5 Mar 2015

      were issued under OCBC's USD10bn global medium-term note programme. This follows the completion of the notes issue, as well as the receipt of final documents conforming to information previously received. The final rating is same as the expe

    6. Priceline's Price Is Right

      Headlines

      Fri, 20 Feb 2015

      lower trend experienced at key peer Expedia EXPE ). Additionally, fourth-quarter ..... the implications Priceline sees in Expedia 's proposed acquisition of Orbitz OWW. Management spoke highly of Expedia , but noted that Priceline's strategy

    7. Priceline Reports Solid Bookings Despite FX Headwinds; Shares at Attractive Margin of Safety

      Commentary

      Thu, 19 Feb 2015

      revenue margins of 13.7% were up from last year's 13.2% (impressive, given the lower trend experienced at key peer Expedia ). Additionally, fourth-quarter adjusted EBITDA growth of 23% exceeded the 13% midpoint of guidance.

    8. Friday Five: Don't Fret Over Rate Hike Timing

      Video Reports

      Thu, 19 Feb 2015

      would a lower euro hurt that? So that was certainly good news. Profitability looked good, and that's in stark contrast to Expedia , which didn't look as great. Dan Wasiolek, our analyst covering Priceline, saw that as a very good sign that Priceline

      Expedia found at 5:58

      certainly good news. Profitability looked good, and that's in stark contrast to Expedia , which didn't look as great. Dan Wasiolek, our analyst covering Priceline, saw that as a very good sign that Priceline's network effect
    9. Acquiring Orbitz Means More Exposure to Mature U.S. and Airline Markets for Expedia

      Commentary

      Thu, 12 Feb 2015

      Expedia is acquiring Orbitz, which we think is ..... sales growth of the two firms are similar. Expedia said it expects $75 million in synergies ..... synergies are expected from leveraging Expedia ’s existing scale and expertise, cross

    10. Friday Five: Not Much Gas for Retail Sales

      Video Reports

      Thu, 12 Feb 2015

      travel-industry consolidation, Expedia announced this week it's buying ..... your take on that deal? Glaser: Expedia is paying a fair price for Orbitz ..... is a good thing for [TICKER: EXPE ] Expedia in this competitive market that

      Expedia found at 3:37

      interesting one for more research. Stipp: In a bit of travel-industry consolidation, Expedia announced this week it's buying Orbitz for $1.3 billion. What's your take on that deal? Glaser: Expedia is paying a fair price for Orbitz. It's not a steal by any stretch of the imagination, but they are getting a decent deal considering the synergies they should be able to wring out of a combination with a business that's reasonably similar to the one they have now. You can leverage your salesforce over more hotels, you have a technology platform that's bigger that reaches more consumers, which potentially is a good thing for [TICKER: EXPE ] Expedia in this competitive market that they are trying to consolidate and have more control over. Expedia shares did rise aggressively on the news of this deal, as the market also sees some of these potential synergies. Expedia had been looking a little bit undervalued. Now, it looks more fairly valued after the rise. Generally speaking, we still think that Priceline is a more attractive play in this space . It still looks much more undervalued compared to Expedia , and for anyone looking to make an investment in this space, Priceline might be the place to look. Stipp: [TICKER:AXP] American Express shares
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