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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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Tuniu Corp Spon Adr
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28 Nov 2017 10:12
Step 1: Cut Marketing 55%! Step 2: Cut Headcount 20%! Step 3: Grow Sales by 54%! Step 4: Uh, Repeat?
Overview of Q3 ResultsChinese package tour specialist Tuniu Corp Spon Adr (TOUR US) finally reported unaudited September quarter results on Monday...
Daniel Hellberg
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188 Views
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bullish
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BOC Aviation
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20 Nov 2017 09:12
Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
Daniel Hellberg
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190 Views
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bullish
•
Yatra Online
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15 Nov 2017 08:48
Room for Two? Yatra Online Shows Improving Competitiveness Vs Market Leader MakeMyTrip.com
The shares of Indian online travel agent (OTA) Yatra Online Inc (YTRA US) rose 10.2% Tuesday in New York after the company released an impressive...
Daniel Hellberg
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225 Views
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bullish
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Thematic (Sector/Industry)
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13 Nov 2017 08:12
The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
Daniel Hellberg
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195 Views
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bearish
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Trip.com
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07 Nov 2017 11:20
Actions & Words Show Priceline-Ctrip Relationship Tipping Towards Competition, Away from Cooperation
Lost in the noise around Priceline Group Inc/The (PCLN US)'s third quarter results (pretty good) and fourth quarter guidance (not so good) is the...
Daniel Hellberg
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193 Views
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