Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)
In this insight we document China's ongoing recovery in outbound and domestic tourism demand by sharing with readers ten illustrative charts.
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CX Daily: China Is Making Sure Its Low-Altitude Economy is Ready for Takeoff
Airspace / China is making sure its low-altitude economy is ready for takeoff China is looking to the skies for future growth as it nurtures its...
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Monthly Chinese Tourism Tracker | No "Pent-Up Demand"! | Weak YTD Returns, Too | (December 2023)
November outbound data were disappointing, and even domestic travel activity metrics appeared to move in the wrong direction. Not surprisingly,...
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Trip.com (TCOM US, 9961 HK): Revenue 30% Above Pre-COVID Level
Travelers increased by 75% YoY and traveling spending increased by 144% YoY in China in 9M2023. TCOM’s total revenue rose by 31% in 3Q23 over 3Q19...
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Monthly Chinese Tourism Tracker | Recovery Still Sluggish | Trip.com as Value Name | (November 2023)
October outbound demand increased vs September but remains below pre-pandemic levels. We've long viewed Trip.com negatively as a growth stock, but...
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