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Trip.com (TCOM US)
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597
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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19 Mar 2020 23:22
Trip.com - Kung Flu
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
352 Views
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bullish
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Trip.com
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19 Mar 2020 22:49
Lessons for Global OTAs: Trip.com Customer Satisfaction Just Soared to All-Time High Amidst Crisis
Trip.com's customer satisfaction just hit an all-time high as travel agencies around the world struggle from the COVID-19 outbreak. We believe the...
Vincent Fernando, CFA
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397 Views
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bearish
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Baidu
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18 Mar 2020 07:08
Baidu Investments - Weak Disclosure and a Cautionary Tale - Inteqres ESG Bite
We continue our series looking at the accounting for investments in Chinese internet companies by focusing on Baidu. Baidu has a similar liking to...
Mark Artherton, CFA
358 Views
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bullish
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Alibaba Group Holding
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17 Mar 2020 11:44
Alibaba (BABA): Online Product Shopping Up 3% Vs. Total Retail Down 20% in China
China’s consumption plunged 20% YoY in January and February of 2020. However, online product sales increased 3% YoY in the first two months of...
Ming Lu
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369 Views
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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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303 Views
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