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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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Trip.com
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02 Sep 2020 07:17
TRACKING TRAFFIC/Chinese Tourism: Outbound Still Stagnant | Domestic Rebound Suggests Wary Consumer
Chinese outbound travel remained stagnant in July. We will watch closely to see if relaxed travel restrictions in a few markets result in a surge...
Tracking Traffic
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336 Views
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bearish
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Meituan
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24 Aug 2020 10:16
Meituan-Dianping: Cleaning up Q2 Results Reveals Lackluster Operating Leverage, Other Challenges
Meituan-Dianping's headline Q2 numbers (out Friday August 21st) looked good, with reported Operating Profit rising 96% YoY on Covid19-hit Revenue...
Tracking Traffic
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274 Views
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bullish
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Thematic (Sector/Industry)
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20 Aug 2020 12:29
Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
Vincent Fernando, CFA
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354 Views
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bullish
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Huazhu Group
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12 Aug 2020 14:36
Huazhu HK Secondary Listing - Early Look - Needs the Cash More than Most Secondary Candidates
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
Sumeet Singh
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489 Views
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bearish
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Huazhu Group
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12 Aug 2020 12:31
TRACKING TRAFFIC/Chinese Tourism: Macau Restrictions to Ease (For Some) | Trip.com Going Private?
Outbound Chinese travel activity still dormant, but maybe Macau easing is sign of hope? Domestic activity still > outbound activity, and by a...
Tracking Traffic
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334 Views
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