ENTITY
Tongcheng Travel Holdings

Tongcheng Travel Holdings (780 HK)

208
Analysis
Consumer DiscretionaryChina
Tongcheng Travel Holdings Limited operates as an online travel agency. The Company provides transportation ticketing, accommodation reservation, value added travel products sales, and other services. Tongcheng Travel Holdings provides its services throughout China.
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14 Nov 2022 08:21

China's Latest COVID Policy: What Are the Plays?

The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...

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26 Oct 2022 10:54Broker

Tongcheng-Elong (780 HK) – Recovery in sight

Despite epidemic resurgence, we expect Tongcheng to deliver faster-than-peers growth on stronger monetization, resilient hotel and high exposure in...

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24 Aug 2022 07:35Broker

Tongcheng-Elong (780 HK) – Recovery on good track

Mgmt. guided 2Q22E rev to grow at 5%-10% YoY (midpoint 15% above consensus), with adj. net profit at RMB300-350mn (midpoint 7% above consensus).

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bearishMeituan
17 Aug 2022 08:07

Tencent's Potential Sale of Meituan Stake - Read Across to Other Stocks & Index Implications

A Reuters report that Tencent intended to sell its stake in Meituan led to a selloff across Tencent's investee companies. The impact of passive...

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bearishHang Seng Index
02 Jul 2022 00:24

Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan

Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...

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