4 Reasons Why Didi and Ctrip Should Merge (Asia Tech Strategy – Podcast 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.

You can sign-up for my webinar next week on health tech at:

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.


Related articles:

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


I write and speak about digital competition and China / Asia’s leading tech companies.

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

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.​

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​

A unique view from on the ground of digital China / Asia.

Note: 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.

Leave a Reply