bearish
Trip.com Q123 | Revenue Surges Past Q119 Level | Decade-High Margin | But Our Thesis Is Unchanged
508 Views08 Jun 2023 09:26
Trip.com posted a strong result in Q123, with Revenue finally above pre-Covid levels and core margins at a decade-high. But management seemed to hint at slowing momentum in the remainder of 2023.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Monthly Chinese Tourism Tracker | July Outbound Firm | Group Tour Impact | Trip.com Q2 (August 2023)28 Aug 2023
- Monthly Chinese Tourism Tracker | Outbound: Mixed Signals | Domestic: Steady | (July 2023)31 Jul 2023
- Monthly Chinese Tourism Tracker | Outbound Firmer | Domestic Losing Steam | No Surprises (June 2023)28 Jun 2023
- Monthly Chinese Tourism Tracker | Recovery Continues | But Seats Stay Empty | (May 2023)26 May 2023
- TRACKING TRAFFIC/Chinese Tourism: LNY Traffic Points to Slow Recovery in 202329 Mar 2023
- Trip.com Q4/2022 Results: Back to Reality?08 Mar 2023
x