I think the market was expecting about 40% ttv growth for Beds for the HY, and will have factored in the forex situation, and 25% OTA TTV growth. (Based on GS numbers I have seen). OTA is particularly looking tragic.
There will likely be further deceleration based on the trend, and using GS expectations.
Helpful of them to supply some numbers. Others might have very different expectations.
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I think the market was expecting about 40% ttv growth for Beds...
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