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Trip.com (TCOM US)
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555
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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bullish
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XPeng
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27 May 2024 10:00
China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo
In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...
Ming Lu
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312 Views
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bullish
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Eoflow
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26 May 2024 07:00
Last Week in Event SPACE: Mitsui Matsushima, L'Occitane, Prosus/Tencent, EOFlow
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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442 Views
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bearish
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Trip.com Group
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22 May 2024 00:25
Trip.com (9961 HK): 1Q24, Quite Good Quarter, But Stock Up by 37% in Three Months
In 1Q24, Trip’s revenue grew strongly by 29% YoY. China achieved a lot overseas travelers in March and Labor Day Holidays. However, the stock price...
Ming Lu
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306 Views
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bullish
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Prosus NV
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21 May 2024 16:10
StubWorld: Bloisi's Appointment Stalls The Prosus Accretion Trade
For long-onlies, replace your Tencent with Prosus; or specifically, ~80% of your Tencent position with Prosus. For rel-value players, ~80% of the...
David Blennerhassett
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425 Views
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bullish
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Sea
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17 May 2024 23:39
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
Vermilion Research
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