How Trip.com (TCOM US) Is Actually Getting Stronger During the Coronavirus Crisis
Trip.com is one of the coronavirus's biggest market casualties having lost ~12% of its market value in just slightly over two weeks. While shares...
527 Views
Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
260 Views
China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
349 Views
Trip.com - Queen of Corona
C-Trip to Signifcantly Be Punished: Mainland China will be at the epicenter of this tourism slowdown. Trip.com is key player in the local tourism...
350 Views
Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
612 Views