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Trip.com (TCOM US)
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597
Analysis
Consumer Discretionary
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China
Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.
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bearish
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Thematic (Sector/Industry)
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27 Dec 2016 00:52
GM Fined for Price Fixing in China
GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...
Scott Laprise/ 乐天虎
396 Views
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
263 Views
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bullish
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Thematic (Sector/Industry)
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15 Dec 2016 10:56
How Incomes & Demographics Will Drive Traditional Toys/Games Spending Shifts in Key Emerging Markets
Emerging markets, following a slowdown in traditional toy sales due to macroeconomic volatility, are expected to recover through 2020 and once...
Euromonitor International Ltd.
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403 Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2016 14:47
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
Valerie Law, CFA
387 Views
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bearish
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Thematic (Sector/Industry)
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09 Dec 2016 19:50
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
Henry Soediarko
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195 Views
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