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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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bearish
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Weibo Corp
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29 Nov 2021 11:24
Weibo Secondary Listing - Going Down the Autohome Route
Weibo plans to raise around US$470m in its secondary listing in Hong Kong. In this note, we will talk about the deal pricing and structure.
Sumeet Singh
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308 Views
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bullish
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Huize Holding Limited
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23 Nov 2021 12:21
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Syndicated
Without Backing from the Tech Giants, Huize Bucks the Trend
We've all heard terms like traditional insurance companies and third-party insurance agents – but there may be less awareness about insurance...
EqualOcean
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178 Views
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bearish
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Oyo
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19 Oct 2021 16:19
Oyo and Softbank Group - This Would Be Generously Valued at $4-7bn but that Keeps CEO Under Water
An Oyo listing is a likely win for Softbank, which owns 47% for a mere $1.1bn but pricing talk of $10-12bn is optimistic compared to the $4-7bn...
Kirk Boodry
223 Views
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bullish
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Trip.com
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29 Sep 2021 13:04
Trip.com (TCOM): Recovery Sign
Time to change the stereotype of travel agency. Tourist number has fully recovered in China. Trip’s corporate revenue also recovered. Families like...
Ming Lu
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250 Views
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bullish
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Cross Asset Strategy
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14 Sep 2021 04:33
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
Steven Holden
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167 Views
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