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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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Baidu
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03 Apr 2020 14:04
Baidu (BIDU): Issuing Notes, Another Piece of Evidence on Suspicious Cash Balance
Baidu plans to issue notes of US$1 billion. Baidu has a large amount of "short-term investments". Based on the balance sheet, we believe the...
Ming Lu
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356 Views
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bullish
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Tongcheng Travel Holdings
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02 Apr 2020 16:56
Early Signs of Chinese Travel Recovery; Domestic OTAs like TCEL Can Rebound Faster than TCOM
Chinese domestic travel is showing early signs of recovery as business travelers begin to go back to work, and people's fears about the virus...
Vincent Fernando, CFA
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353 Views
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bullish
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Trip.com
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01 Apr 2020 08:54
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
Tracking Traffic
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356 Views
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bullish
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Apple
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30 Mar 2020 12:14
China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
Ming Lu
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286 Views
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bearish
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Weibo Corp
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23 Mar 2020 10:42
China Internet Weekly (23Mar2020): Weibo Leaked Personal Data Including Its CEO’s Phone Number.
Weibo (WB) leaked personal information including identity numbers and phone numbers. JD.com (JD) launched a repurchase plan and Momo (MOMO)...
Ming Lu
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289 Views
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