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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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ZTO Express Cayman
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07 Dec 2020 09:46
TRACKING TRAFFIC/Three Suggested Pair Trades in Travel, Express & Shipping
We're introducing a monthly pair trade idea product to go along with our monthly products covering Chinese travel and tourism, Chinese express, and...
Tracking Traffic
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233 Views
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bearish
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Alibaba Group Holding
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07 Dec 2020 08:55
China Internet Weekly (7Dec2020): Alibaba Withdrawing from India and Domestic Music Market
Alibaba (BABA) are selling BigBasket.com to Tata Group in India and will dismiss Xiami Music in China. Xiaomi will issue new shares.
Ming Lu
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217 Views
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bullish
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Airbnb
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04 Dec 2020 04:00
Airbnb IPO Valuation Analysis
Our base case valuation of Airbnb suggests an implied market cap of $45.0 billion ($64.3 per share), which would represent a 29% upside from the...
Douglas Kim
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703 Views
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bearish
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Meituan
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03 Dec 2020 11:53
Meituan: 'Delivery Margin' Dipped in Q3 | How Patient Will Investors Be with 'New Initiatives'?
Meituan posted strong top-line growth in Q320, but core profitability dipped. We are concerned about 'delivery margin' and wonder how long...
Tracking Traffic
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330 Views
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bullish
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Airbnb
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03 Dec 2020 09:50
What Sets Airbnb Apart from Others?
Airbnb filed an amended S1 with the Securities and Exchange Commission on 1st of December 2020 to offer 50.0m new Class A common shares at an offer...
Oshadhi Kumarasiri
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344 Views
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