DESPEGAR COM CORP DESP

June 15, 2018 - 12:18pm EST by

member

						2018	2019
Price:		21.43		EPS		0	0
Shares Out. (in M):		69		P/E		0	0
Market Cap (in $M):		1,481		P/FCF		0	0
Net Debt (in $M):		-382		EBIT		0	0
TEV (in $M):		1,099		TEV/EBIT		0	0

Description

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12	member 9/21/18 10:41AM Re: low cost 10
I echo what pcm983 said. Ultimately, the OTA winner isn't going to revolve around who charges the lowest fees, but who gets the most organic traffic and can sell the most hotel rooms and packages. ... login to read the rest view available tags
11	member 9/20/18 4:06PM Re: low cost 10
I'm going to chime in that I don't think being the lowest of the low in terms of cost is that big of an advantage. Even in the US there are dozens and dozens of... login to read the rest 2 view available tags
10	member 9/20/18 3:51PM low cost
Nice write up. Was wondering if you know who is the lowest cost OTA in Latin America on an apples-to-apples basis? Need to hold mix constant since air is lower mark-up than hotel. I'm trying... login to read the rest view available tags
8	member 9/10/18 8:25AM Cost of Revenue
In the f-1 they break out the quarterly income statement going back to Q1 2015. Do you know what casued the cost of revenue number to reach nearly 60% of top line in Q4 2015?... login to read the rest view available tags
5	member 6/18/18 4:53PM Management
Do you have any other insight on this team? Acknowledging that the new leadership all comes from blue chip firms, it didn't seem obvious that they are necessarily better than the founders who took the... login to read the rest 1 view available tags
2	member 6/18/18 9:13AM fx
finn, i like the general story, however, the recent fx moves (BRL and ARS in particular), are pretty significant. are there any mitigants? how did you get comfortable? view available tags
1	member 6/17/18 4:55PM Is this any more attractive than the rest of the space?
I get that OTAs are a good space to be in and all the fun tail impacts. What I am a little more confused on is DESP doesn't trade that differently than BKNG and EXPE... login to read the rest view available tags

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