Trip.com Q124 Review: Solid Top-Line Growth | Progress on Margins | BUY Below US$50
Trip.com's Q124 earnings results showed solid top-ine growth and strong core margin improvement. We believe the company's ADSs are attractive below...
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Monthly Chinese Tourism Tracker | Outbound Grinds Forward | Domestic Weakness Not New | (May 2024)
Outbound Chinese travel demand continued its recovery in April. Chinese travel-linked shares have pulled back over concerns about hotel and air...
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Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag
The recovery in Chinese outbound tourism demand continued in March, but certain data suggest the pace of growth for some regional destinations is...
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Monthly Chinese Tourism Tracker | Decision to Slow Capacity Rebuild in Mid-2023 Now Looks Prudent
February outbound travel demand continued to recovery nicely, and the major airlines' decision to slow their capacity rebuild in H223 now appears...
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Monthly Chinese Tourism Tracker | January & Initial Read On February Both Indicate Solid Growth
In January 2024 Chinese travel demand continued to recover, and initial indications are that demand related to the long LNY holiday was also strong.
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