2020 High Conviction: Overweight Tongcheng-Elong (780:HK) A Prime Acquisition Target for Trip.com
China lower tier cities driving online travel agency (“OTA”) market growth. As of 1H19, lower tier cities accounted for ~90% of the growth in...
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Trip.com in 3Q19: Progress on Costs, but Underlying Growth Is Slowing
Over the last few quarters Trip.com (TCOM US) – the company formerly known as Ctrip – has sharply reduced Sales & Marketing spending as a...
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Trip.com (TCOM): Channel Checks Suggest Market Share Expansion in the US
We talked to several owners of US local travel agencies. We believe TCOM will take over the majority of Chinese travelers from US agencies...
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China Internet Weekly (16Dec19): Tencent Broke Through Resistance Line
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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Last Week on China Internet (11Nov19): Alibaba Is No. 5 in Game and Tencent Imitates Momo
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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