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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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East Buy Holding
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05 Feb 2019 02:51
Koolearn: Marketing Expenses Have Taken Operating Profits Down the Drain
Koolearn updated its IPS prospectus and posted operating losses for 1H2019 (ended Nov. 2018). The company spent significantly on online promotion,...
Ming Lu
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339 Views
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bullish
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Meituan
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17 Jan 2019 11:39
Meituan Dianping: Core Business Progress Toward Profitability an Overlooked Story?
Our deep-dive segment profitability analysis reveals that Meituan Dianping's (3690 HK) core business (combined food delivery and in-store, hotel...
Johannes Salim, CFA
699 Views
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bearish
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Tencent Music
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09 Jan 2019 09:37
Tencent Music: Short Idea on Consumption Slowdown Angle
Tencent Music Entertainment (TME US)'s social entertainment services (discretionary consumption in nature) face more headwinds due to ongoing...
Johannes Salim, CFA
653 Views
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bullish
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Trip.com
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07 Jan 2019 06:58
TRACKING TRAFFIC/Chinese Tourism: Visits to Macau & HK Surge | Other Outbound & Domestic Weaker
A year ago we began publishing Tracking Traffic/Chinese Tourism as the hub for all of our research on China's tourism sector. This monthly report...
Daniel Hellberg
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662 Views
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bullish
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Huazhu Group
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05 Dec 2018 07:37
TRACKING TRAFFIC/Chinese Tourism: Outbound Bounces | Domestic Firms | Fosun IPO, Visas, Hawaii
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
Daniel Hellberg
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506 Views
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