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...
389 Views
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...
1.1k Views
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...
570 Views
Trip.com Q4 Quick Take: Strong Top-Line Growth | Impressive Expense Control | And Not Expensive
Trip.com reported another strong set of quarterly results last week that featured strong top-line growth and admirable expense control. We suggest...
472 Views
Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)
In this insight we document China's ongoing recovery in outbound and domestic tourism demand by sharing with readers ten illustrative charts.
494 Views