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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
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Meituan
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17 Jan 2019 11:39
Meituan Dianping: Core Business Progress Toward Profitability an Overlooked Story?
Our deep-dive segment profitability analysis reveals that Meituan Dianping's (3690 HK) core business (combined food delivery and in-store, hotel...
Johannes Salim, CFA
705 Views
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bearish
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Tencent Music
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09 Jan 2019 09:37
Tencent Music: Short Idea on Consumption Slowdown Angle
Tencent Music Entertainment (TME US)'s social entertainment services (discretionary consumption in nature) face more headwinds due to ongoing...
Johannes Salim, CFA
657 Views
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bullish
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Trip.com
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07 Jan 2019 06:58
TRACKING TRAFFIC/Chinese Tourism: Visits to Macau & HK Surge | Other Outbound & Domestic Weaker
A year ago we began publishing Tracking Traffic/Chinese Tourism as the hub for all of our research on China's tourism sector. This monthly report...
Daniel Hellberg
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667 Views
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bullish
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Huazhu Group
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05 Dec 2018 07:37
TRACKING TRAFFIC/Chinese Tourism: Outbound Bounces | Domestic Firms | Fosun IPO, Visas, Hawaii
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
Daniel Hellberg
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508 Views
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bearish
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Fosun Tourism
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03 Dec 2018 08:08
Fosun Tourism IPO, Part 2: Valuation Reasonable, But Story Remains Unexciting
In our first note on Fosun Tourism (1638664D HK)'s planned Hong Kong IPO from a few months ago, we concluded that the resort developer-operator...
Daniel Hellberg
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443 Views
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