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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
•
Thematic (Sector/Industry)
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03 Nov 2020 09:05
TRACKING TRAFFIC's Travel Tracker Dashboard (October 30): Air Traffic Ex-Mainland China Firms
Air traffic and hotel room rate data from October 30 show an improvement in activity outside Mainland China (albeit from a low base) and improved...
Tracking Traffic
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213 Views
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bearish
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Trip.com
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02 Nov 2020 10:04
TRACKING TRAFFIC/Chinese Tourism: Outbound: Comatose | Domestic: Fewer, Shorter Trips = New Normal?
September numbers show almost non-existent outbound travel but a continued gradual recovery in domestic travel demand. Shorter average domestic air...
Tracking Traffic
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261 Views
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bearish
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Dida
•
29 Oct 2020 09:01
No More 'Free Ride'? Key DiDa Inc Metrics That Could Reveal a DiDi ChuXing Resurgence
DiDa Inc has carved out a niche for itself in China's growing car pool segment. But should ride-hailing giant DiDi ChuXing re-emerge as a player,...
Tracking Traffic
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210 Views
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bearish
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Thematic (Sector/Industry)
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22 Oct 2020 11:10
Is Chinese Tourism Really a 'Growth' Industry?
The effects of the Covid19 pandemic aside, we believe strong (10%+) growth in underlying Chinese tourism demand is becoming more elusive.
Tracking Traffic
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215 Views
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bullish
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GDS Holdings (ADR)
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14 Oct 2020 16:24
GDS Holdings Hong Kong Secondary - Hot Sector, Needs the Money
Gds Holdings (Adr) (GDS US) plans to raise around US$1bn in its secondary listing in Hong Kong. Media reports indicate that the deal could be...
Sumeet Singh
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381 Views
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