Monthly Chinese Tourism Tracker: Solid Outbound & Domestic Numbers in August | Cut Trip.com to HOLD
Chinese travel activity in August continued its gradual recovery, and early reports from the recent Mid Autumn Festival suggest activity remained...
410 Views
Trip.com Q224: Slower Growth | But Higher Margins | Competition Has Eased | BUY with US$58 Target
Trip.com posted slower revenue growth in Q2, but margins improved as the company expertly managed operating expenses. Post-Covid, Trip.com's...
349 Views
Monthly Chinese Tourism Tracker | Outbound Activity Approaches Pre-Covid Levels | (August 2024)
July data shows continuing improvement in Chinese outbound and domestic travel activity. We still like shares of Trip.com, and retain our BUY...
1.2k Views
Monthly Chinese Tourism Tracker | Outbound Recovery Sluggish, but Trip.com Too Cheap | (July 2024)
Outbound Chinese travel demand continued its sluggish recovery in June, but remains far below 2019 levels. Tourism-linked shares have performed...
407 Views
Monthly Chinese Tourism Tracker | Outbound Recovery Expands | Domestic Solid Too | (June 2024)
May outbound Chinese travel demand was strong, apparently driven by tourists shifting flying outside the Asian region. Domestic demand growth also...
929 Views