Why China’s Domestic Travel Industry Can Prove the Bears Wrong
While international travel demand remains weak due to lockdowns and uneven recovery trajectories across countries, Trip.com's latest earnings point...
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Trip.com Q120 Results Weak as Expected, Q220 Guidance Far Worse than Expected
Trip.com (TCOM US), China's largest online travel agency (OTA), reported weak Q120 results after the US close on Thursday, May 28. Net revenue fell...
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TCEL 1Q20: EBITDA Positive Despite Disruptions; Domestic Travel Likely Past the Worst
We maintain our overweight rating on Tongcheng-Elong given its strategic positioning in China lower-tier cities and dynamic cost structure. Despite...
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TRACKING TRAFFIC/Chinese Tourism: March Data Review & Initial Numbers from Labor Day Weekend
We recently launched Tracking Traffic's Travel Tracker Dashboard to monitor weekly airport and hotel traffic in China and around the region. In...
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Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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