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Trip.com (TCOM US)
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566
Analysis
Consumer Discretionary
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China
Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.
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bearish
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Thematic (Sector/Industry)
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13 May 2016 07:55
The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
Christopher Balding
210 Views
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bearish
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Thematic (Sector/Industry)
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04 May 2016 17:05
Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
Christopher Balding
270 Views
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bullish
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Thematic (Sector/Industry)
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24 Mar 2016 10:14
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
Morningstar, Inc.
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240 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
272 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2016 23:15
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
Douglas Kim
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218 Views
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