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Trip.com (TCOM US)
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564
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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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Airports of Thailand
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21 Sep 2023 08:44
Airport of Thailand (AOT): Not the Right Time
As the Thai government issues a visa-free policy for Chinese tourists, it is expected that AOT will benefit but its share price has run ahead of...
Henry Soediarko
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905 Views
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bullish
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Prosus NV
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19 Sep 2023 12:58
Prosus/Naspers: Business As Usual As CEO Steps Down
For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...
David Blennerhassett
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652 Views
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bullish
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Thematic (Sector/Industry)
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14 Sep 2023 08:40
China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free
JD/ AAPL/ 1810.HK: Apple launches new iPhones in China;LI/NIO:Huawei AITO New M7 was launched today;Meituan/Ctrip.com/Atour: Thailand announced to...
Blue Lotus Research Institute
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738 Views
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bullish
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East Buy Holding
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29 Aug 2023 20:03
Final Hang Seng Index Flows for 1 Sep Rebal (AAC, EastBuy, BABA, Sinopharm, Trip.com)
The Hang Seng indices will be rebalanced at the close of 1 Sep based on FAF and name changes announced 18 August, and capping flows based on 29...
Travis Lundy
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422 Views
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bullish
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Thematic (Sector/Industry)
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10 Aug 2023 18:14
China TMT Update-Meituan/Ctrip/Atour/Baba/ZTO/Tencent/-Cainiao/WeChat Ads Conference/Outbound Travel
MCT announce the third batch of destination list for outbound group travel;Cainiao Guoguo launches RMB 1.3bn in logistics subsidies;Tencent 2023...
Blue Lotus Research Institute
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277 Views
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