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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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Alibaba Group Holding
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16 Mar 2020 12:24
China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
IKEA started an online store on Alibaba (BABA)’s Tmall.com and Gome started an online store on JD.com. Alibaba (BABA)’s home delivery network,...
Ming Lu
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292 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2020 17:44
Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
Vincent Fernando, CFA
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295 Views
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bearish
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Softbank Group (ADR)
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13 Mar 2020 21:02
Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion. Oyo's China...
Vincent Fernando, CFA
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367 Views
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bearish
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Thematic (Sector/Industry)
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13 Mar 2020 01:42
5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
Vincent Fernando, CFA
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433 Views
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bearish
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Trip.com
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10 Mar 2020 23:37
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
Thomas J. Monaco
357 Views
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