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Trip.com (TCOM US)
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564
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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bullish
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Thematic (Sector/Industry)
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24 Dec 2023 10:38
Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...
Tracking Traffic
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772 Views
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bullish
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Thematic (Sector/Industry)
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19 Dec 2023 13:46
[Blue Lotus Daily]: TCOM/HTHT/ATAT/MNSO/9995 HK/XPEV
China's tourism OTA platform sees low user activity and weak year-end travel demand. Korea's Daiso acquires Japanese shareholder. Harbour BioMed...
Blue Lotus Research Institute
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290 Views
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bullish
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Thematic (Sector/Industry)
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12 Dec 2023 11:24
[Blue Lotus Daily]: BABA/TCOM/NIO/HTHT/ATAT
China and Singapore agree to a 30-day visa exemption for tourism, NIO Auto plans to separate its battery manufacturing for funding, and Chinese...
Blue Lotus Research Institute
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269 Views
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bullish
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Xiaomi Corp
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27 Nov 2023 09:31
China Consumption Weekly (27 Nov 2023): Trip.com, Xiaomi, IQiyi, Full Truck, Home Appliance Export
Trip.com’s domestic hotel bookings increased 70% over pre-COVID 3Q19. Xiaomi’s revenue began to grow in 3Q23 after decreasing for five quarters....
Ming Lu
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284 Views
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bullish
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Prosus NV
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20 Nov 2023 12:24
StubWorld: Prosus Trading "Rich". And So It Should Be
For long-onlies, the trade is still to replace your Tencent with Prosus. For rel-value players, ~80% of the NAV portfolio is easily hedge-able.
David Blennerhassett
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432 Views
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