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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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Huazhu Group
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26 Feb 2018 10:30
In Five Charts, China Lodging Group (HTHT:US) Shows Why Ctrip's Role Is Diminishing
Since we began writing here at Smartkarma almost two years ago, we have been arguing that Ctrip.com International (ADR) (CTRP US) and other travel...
Daniel Hellberg
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236 Views
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bullish
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Travelsky Technology Ltd H
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22 Feb 2018 14:53
The Sky Remains Blue for Travelsky: Not Cheap at Current Valuation but a Monopoly Play in China
First mover's advantage, a high entry barrier, protectionist government policy for domestic flight booking, they sound like a lasting dominant...
Henry Soediarko
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314 Views
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bullish
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Thematic (Sector/Industry)
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05 Feb 2018 12:01
TRACKING TRAFFIC/Chinese Tourism: December Traffic Up | Chopper to Macau? | China-Taiwan Troubles
Tracking Traffic/Chinese Tourism is designed to be a hub for all of our research on China's tourism sector. Tracking Traffic/Chinese...
Daniel Hellberg
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182 Views
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bearish
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Trip.com
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08 Jan 2018 09:22
2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
Daniel Hellberg
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255 Views
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bullish
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Thematic (Sector/Industry)
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08 Jan 2018 01:05
The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
Travis Lundy
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207 Views
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