Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
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Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing
Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...
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Halloween Fear Fest Charts - HK Edition
In keeping with the 'spirit' of Halloween, we look at some charts of short interest and price for stocks listed in Hong Kong.These stocks have seen...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
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Ctrip.com 2Q19 Update: Concerns Behind Our Sell Rating Largely Intact
Concerns behind Sell rating intactDespite exceeding consensus adjusted EPS estimates on the back of lower marketing expenses, most of the...
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