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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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Dida
•
01 Feb 2021 17:22
Dida IPO Initiation: Sharing a Lift
Dida is seeking listing approval to raise $500 million through an HK listing. Dida is an attractive new economy company that combines high growth...
Arun George
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263 Views
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bearish
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Trip.com
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25 Jan 2021 09:45
December-January Travel Data Confirm Stalled Domestic Recovery; Weak LNY Unlikely to Help
The recovery in domestic travel demand stalled again in December, and we believe improvement will be muted in the near-term as officials battle...
Tracking Traffic
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224 Views
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bullish
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Air China Ltd (H)
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07 Jan 2021 09:30
TRACKING TRAFFIC/Pair Trades Update: 'Want to See a Dead Body?' (January 7 2021)
One month in, our three suggested pair trades have generated returns ranging from "meh" to "You're fired!" In this note we take a look at what went...
Tracking Traffic
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374 Views
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bearish
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Trip.com
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04 Jan 2021 09:25
TRACKING TRAFFIC/Chinese Tourism: Domestic Recovery Lost Steam in November
It appears the nascent recovery in Chinese domestic tourism activity began to stall in November. Outbound travel activity remains dormant, and even...
Tracking Traffic
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281 Views
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bullish
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Tencent
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04 Jan 2021 08:55
China Internet Weekly (4Jan2021): Tencent’s Conflict with Huawei, Authorities’ Ban on New Year Tour
Tencent’s games had disappeared on Huawei’s app store for one day. The authorities fined BABA, JD, VIPS for “unfair pricing”. The authorities...
Ming Lu
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294 Views
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