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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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bearish
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Trip.com
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01 Dec 2020 08:45
TRACKING TRAFFIC/Chinese Tourism: Macau's Slog | Golden Week Fails to Shine | LNY 2021 At Risk?
Chinese travel demand remained weak in October, which included the long Golden Week holiday. Poor outbound travel demand is not a surprise at this...
Tracking Traffic
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185 Views
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bullish
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Naspers
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27 Nov 2020 12:49
2021 High Conviction: Naspers, Deeply Discounted Exposure to Accelerating Online Sales
Naspers: Deeply discounted exposure to Tencent, a diverse range of online businesses set to benefit from accelerated online activity post-COVID-19...
Wium Malan, CFA
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556 Views
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bearish
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Trip.com
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25 Nov 2020 08:46
Tough Times (Still) In Chinese Tourism | Trip.com Q3 Preview | TongCheng-ELong Q3 Review
In Q3, TongCheng-ELong showed growth versus Q2, though revenue and earnings remain lower than a year ago. We expect Trip.com's Q3 results to be far...
Tracking Traffic
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234 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2020 04:36
GEM Fund Positioning Update: The COVID Unwind.
How did Emerging Market managers react to the COVID-19 pandemic? Unprecedented rotation out of Bank stocks and in to Tech. How are managers now...
Steven Holden
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303 Views
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bearish
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Trip.com
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10 Nov 2020 08:49
Trip.com Rallies 14% on Vaccine News. But What's the 'Normal' We'll Return To in 2021?
An effective vaccine is part of what will get China and the world back to 'normal' travel demand. But even before Covid19 erupted, Chinese travel...
Tracking Traffic
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204 Views
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