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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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Thematic (Sector/Industry)
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08 Oct 2023 08:35
China TMT Update(Oct.8)-TSLA/JD/ATAT/TCOM/3690.HK-JD.com Launches "Enjoy Now, Pay Later" Service
JD.com will launch Tesla car ordering service; JD.com launches "Enjoy now, pay later" service, with high barriers and limited impact; Highway...
Blue Lotus Research Institute
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841 Views
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bullish
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Quantitative Analysis
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05 Oct 2023 17:37
Naspers & Prosus: Risk off Trade Puts Pressure on Discounts, NAV Update for Q2 FY24 Released
Naspers & Prosus: discounts widen during last two weeks driven by risk-off sentiment plus Q2 FY24 NAV update released. Fresh opportunity for those...
DMA
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567 Views
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bullish
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Thematic (Sector/Industry)
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23 Sep 2023 08:28
China TMT Update-NTES/HK700/3690.HK/FUTU- NetEase Pipeline In Tokyo Game Show/Golden Week/Futu Japan
NetEase Reveals More Information About Future Game Pipeline at Tokyo Game Show; Meituan publishes data for the “Golden Week” Holiday;Futu Holdings...
Blue Lotus Research Institute
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878 Views
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bearish
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Airports of Thailand
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21 Sep 2023 08:44
Airport of Thailand (AOT): Not the Right Time
As the Thai government issues a visa-free policy for Chinese tourists, it is expected that AOT will benefit but its share price has run ahead of...
Henry Soediarko
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876 Views
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bullish
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Prosus NV
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19 Sep 2023 12:58
Prosus/Naspers: Business As Usual As CEO Steps Down
For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...
David Blennerhassett
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645 Views
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