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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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Thematic (Sector/Industry)
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23 Sep 2017 02:43
China Bans Group Tours to Japan
We heard directly from Chinese tour companies and online travel angencies that the Chinese authority had issued verbal instructions to travel...
JL Warren Capital
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444 Views
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bullish
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ZhongAn Online P&C Insurance C
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20 Sep 2017 18:21
ZhongAn Online P&C Insurance IPO: Softbank Is Investing, Why and So-What
ZhongAn Online P&C (6060 HK) launched its IPO this week, targeting to raise USD1.5bn. We have covered the company's fundamentals in our...
Ke Yan, CFA, FRM
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1.7k Views
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bearish
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Thematic (Sector/Industry)
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14 Sep 2017 11:02
Chinese Int'l Travel & Spending Stagnate as Tourists Skew Younger, 'Poorer', More Independent
Chinese tourist activity within the Asian region remained weak in July, with Chinese arrivals down -0.8% Y/Y at several key regional destinations...
Daniel Hellberg
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177 Views
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bullish
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Thematic (Sector/Industry)
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08 Sep 2017 22:53
The Week That Was in Greater China @Smartkarma: Best Inc IPO, Ctrip Results, China Macro Debate
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 2nd through September 8th and features a selection...
Daniel Hellberg
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188 Views
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bearish
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Trip.com
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04 Sep 2017 09:26
With Organic Revenue Growth Slowing & Margin Improvement Likely to Stall, Why Even Own Ctrip?
Last week Ctrip.com International (ADR) (CTRP US) reported Q2 results that largely met analysts' expectations. However, management guidance for Q3...
Daniel Hellberg
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234 Views
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