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.

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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:

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 competition and China / Asia’s leading tech companies.

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