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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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Trip.com
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29 Dec 2020 08:55
Dreams Deferred: Looks Like Lunar New Year Travel Demand May Be Lost
We now believe there is a better than even chance that much of the Chinese travel demand normally associated with LNY will be lost in 2021.
Tracking Traffic
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588 Views
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bullish
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Alibaba Group Holding
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22 Dec 2020 09:05
TRACKING TRAFFIC/ 2020 Review | 2021 Preview | Potential IPOs in Logistics, Transportation & Travel
In this year-end piece we review key themes of 2020, look forward to emerging trends of 2021, and highlight some exciting companies that could...
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372 Views
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bullish
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Airbnb
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08 Dec 2020 19:01
Airbnb Upped the Price By 20-27%: Still Plenty of Value Left
As Airbnb upped the IPO price range from $44-50 per share to $56-60 per share, we update our valuation below. Even though Airbnb is not exceedingly...
Oshadhi Kumarasiri
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261 Views
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bullish
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Airbnb
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08 Dec 2020 17:49
Airbnb IPO - Peer Comparison and Valuation - Smaller but Nimbler, Possible COVID Winner
Airbnb aims to raise up to US$3.1bn in its US listing. Even at the revised price range, the stock is still at a discount to booking.com.
Sumeet Singh
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311 Views
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bullish
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ZTO Express Cayman
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07 Dec 2020 09:46
TRACKING TRAFFIC/Three Suggested Pair Trades in Travel, Express & Shipping
We're introducing a monthly pair trade idea product to go along with our monthly products covering Chinese travel and tourism, Chinese express, and...
Tracking Traffic
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238 Views
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