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Trip.com (TCOM US)
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554
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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09 Oct 2023 08:28
Quick Take on 'Golden Week' Headline Tourism Traffic: Limited Improvement, & Shy of Expectations
Preliminary tourism activity data from the long Golden Week holiday period appear to show a frustratingly sluggish recovery in Chinese travel demand.
Tracking Traffic
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474 Views
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bearish
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Trip.com
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26 Sep 2023 08:08
Monthly Chinese Tourism Tracker | 'Pent-Up' Travel Demand -- Does China Have Any? | (September 2023)
What is "pent-up" demand, and nine months into a recovery in travel activity, does China still have any? We review outbound activity, domestic...
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557 Views
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bearish
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Trip.com
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05 Sep 2023 12:01
Trip.com Q223 Quick Take: Revenue, EPS > Consensus | Guidance? Not Much | Still No Upside Surprises
Trip.com reported solid Q223 results on Tuesday morning. We have concerns about expense control, and we also sense that investors want clear...
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512 Views
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bearish
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Trip.com
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28 Aug 2023 09:38
Monthly Chinese Tourism Tracker | July Outbound Firm | Group Tour Impact | Trip.com Q2 (August 2023)
The recovery in outbound Chinese tourism remained strong in July. In this insight we also look at relaxation of Chinese group travel to Japan and...
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420 Views
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bearish
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Trip.com
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31 Jul 2023 09:58
Monthly Chinese Tourism Tracker | Outbound: Mixed Signals | Domestic: Steady | (July 2023)
We see mixed signals in June outbound travel activity, and the recovery in domestic activity continued at its modest pace. For value investors,...
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395 Views
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