bullish
Monthly Chinese Tourism Tracker | Outbound Grinds Forward | Domestic Weakness Not New | (May 2024)
1.1k Views30 May 2024 07:38
Outbound Chinese travel demand continued its recovery in April. Chinese travel-linked shares have pulled back over concerns about hotel and air ticket pricing, but we still like Trip.com below US$50
What is covered in the Full Insight:
- Outbound Demand and Capacity Restoration
- Analysis of Domestic Demand
- Insight on Trip.com Q124 Earnings Results
- Share Performance YTD
- Performance of Chinese Tourism Stocks
SUMMARY
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- Monthly Chinese Tourism Tracker | Outbound Recovery Sluggish, but Trip.com Too Cheap | (July 2024)31 Jul 2024
- Monthly Chinese Tourism Tracker | Outbound Recovery Expands | Domestic Solid Too | (June 2024)23 Jun 2024
- Trip.com Q124 Review: Solid Top-Line Growth | Progress on Margins | BUY Below US$5004 Jun 2024
- Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag29 Apr 2024
- Monthly Chinese Tourism Tracker | Decision to Slow Capacity Rebuild in Mid-2023 Now Looks Prudent31 Mar 2024
- Trip.com Q4 Quick Take: Strong Top-Line Growth | Impressive Expense Control | And Not Expensive25 Feb 2024
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