Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses | But Not a Game-Changer
Trip.com reported Q323 results that featured strong top-line growth, sharp Y/Y improvement in margins, and progress on cost control. But its Q323...
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Monthly Chinese Tourism Tracker | Tourism Recovery Derailed By Normal Seasonality | (October 2023)
Outbound tourism activity in September declined vs August, in some cases down to levels seen in Q2. Domestic activity also disappointed, and we see...
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Quick Take on 'Golden Week' Headline Tourism Traffic: Limited Improvement, & Shy of Expectations
Preliminary tourism activity data from the long Golden Week holiday period appear to show a frustratingly sluggish recovery in Chinese travel demand.
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Monthly Chinese Tourism Tracker | 'Pent-Up' Travel Demand -- Does China Have Any? | (September 2023)
What is "pent-up" demand, and nine months into a recovery in travel activity, does China still have any? We review outbound activity, domestic...
558 Views
Trip.com Q223 Quick Take: Revenue, EPS > Consensus | Guidance? Not Much | Still No Upside Surprises
Trip.com reported solid Q223 results on Tuesday morning. We have concerns about expense control, and we also sense that investors want clear...
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