bullish
Monthly Chinese Tourism Tracker | Decision to Slow Capacity Rebuild in Mid-2023 Now Looks Prudent
568 Views31 Mar 2024 10:28
February outbound travel demand continued to recovery nicely, and the major airlines' decision to slow their capacity rebuild in H223 now appears wise. Buy Trip.com below US$43 for 28% upside.
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- Trip.com Q124 Review: Solid Top-Line Growth | Progress on Margins | BUY Below US$5004 Jun 2024
- Monthly Chinese Tourism Tracker | Outbound Grinds Forward | Domestic Weakness Not New | (May 2024)30 May 2024
- Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag29 Apr 2024
- Monthly Chinese Tourism Tracker | January & Initial Read On February Both Indicate Solid Growth04 Mar 2024
- Trip.com Q4 Quick Take: Strong Top-Line Growth | Impressive Expense Control | And Not Expensive25 Feb 2024
- Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)04 Feb 2024
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