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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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bullish
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Makemytrip Ltd
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16 Feb 2017 13:22
MakeMyTrip Boasts a Diversity of Growth Drivers & Appears Cheap Vs Ctrip.com on EV/Revenue
OverviewMakemytrip Ltd (MMYT US) and Ctrip.com International (ADR) (CTRP US) are both growth stocks: investors buy them expecting the companies to...
Daniel Hellberg
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286 Views
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bullish
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Thematic (Sector/Industry)
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16 Feb 2017 08:34
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
Valerie Law, CFA
1.1k Views
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bullish
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Thematic (Sector/Industry)
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11 Feb 2017 17:44
China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
Victoria Li
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579 Views
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bearish
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Thematic (Sector/Industry)
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09 Feb 2017 12:41
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
Daniel Hellberg
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1.2k Views
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bullish
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Thematic (Sector/Industry)
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24 Jan 2017 23:41
China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
Howard J Klein
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881 Views
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