bullish
Monthly Chinese Tourism Tracker | Outbound Recovery Sluggish, but Trip.com Too Cheap | (July 2024)
399 Views31 Jul 2024 09:50
Outbound Chinese travel demand continued its sluggish recovery in June, but remains far below 2019 levels. Tourism-linked shares have performed poorly in recent months, but we still like Trip.com.
What is covered in the Full Insight:
- Introduction
- Outbound Travel Demand Recovery
- Domestic Demand Improvement
- Recent Share Performance and Macro Concerns
- Conclusion and Investment Recommendation
SUMMARY
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Full Insight
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- Chinese Inbound Foreign Tourist Arrivals Up 153% Y/Y in H124?! Much Ado About (Almost) Nothing08 Sep 2024
- Trip.com Q224: Slower Growth | But Higher Margins | Competition Has Eased | BUY with US$58 Target02 Sep 2024
- Monthly Chinese Tourism Tracker | Outbound Activity Approaches Pre-Covid Levels | (August 2024)28 Aug 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 Grinds Forward | Domestic Weakness Not New | (May 2024)30 May 2024
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