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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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Thematic (Sector/Industry)
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15 Mar 2020 17:44
Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
Vincent Fernando, CFA
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309 Views
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bearish
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Softbank Group (ADR)
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13 Mar 2020 21:02
Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion. Oyo's China...
Vincent Fernando, CFA
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379 Views
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bearish
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Thematic (Sector/Industry)
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13 Mar 2020 01:42
5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
Vincent Fernando, CFA
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437 Views
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bearish
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Trip.com
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10 Mar 2020 23:37
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
Thomas J. Monaco
362 Views
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bearish
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Trip.com
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02 Mar 2020 08:19
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
Daniel Hellberg
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282 Views
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