bearish
Trip.com Q424 Results | Higher Costs Finally Arrive, And With a Vengeance
483 Views25 Feb 2025 03:36
Trip.com's Q424 results showed a re-acceleration of top-line growth, but also a surprising surge in Cost of Revenue and Operating Expenses, which combined to drag down core margins.
What is covered in the Full Insight:
- Q424 Results: Revenue Growth vs Margin Erosion
- Sales & Marketing and Operating Expenditure Analysis
- Valuation and Outlook for Trip.com
- Comparison with Chinese Airlines
- Conclusion: Investment Alternatives
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 3-minute read)
Related Insights
More »- Monthly Chinese Tourism Tracker | March and Q125 Demand Growth Weak Vs Trend (April 2025)
- [Trip.com (TCOM US, BUY, TP US$74) Review]: Steady Domestic Supports for Venturing in Overseas
- Trip.com (TCOM) - Worth a Little More than EXPE or Much More?
- Trip.com (TCOM US) - Entry Point Could Appear Post Market Correction
- Trip.com (TCOM, 9961HK): 4Q24, Even Better Results, But Plunged as Expected
Trending Collections
More »Trending Insights
More »- FnGuide Top10 Index Rebalance Preview: Big Flow in Large Cap Stocks
- Soundwill Holdings (878 HK): Wide Spread Ahead of the 23 May Scheme Vote
- Horizon Robotics (9660 HK): Global Index Inclusion After April & October Lock-Ups
- DN Solutions IPO Officially Withdrawn: Background and Key Takeaways
- Quiddity JPX-Nikkei 400 Rebal 2025: End Apr 2025 Ranks
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Monthly Chinese Tourism Tracker | March and Q125 Demand Growth Weak Vs Trend (April 2025)26 Apr 2025
- Monthly Chinese Tourism Tracker | Growth of Travel Demand Slowed in January-February (March 2025)25 Mar 2025
- Trip.com Q424 Results | Higher Costs Finally Arrive, And With a Vengeance25 Feb 2025
- Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025)25 Jan 2025
- Monthly Chinese Tourism Tracker | Trip.com YTD 2024 Performance Vs. Three Leading Chinese Airlines30 Nov 2024
- Trip.com Q224: Slower Growth | But Higher Margins | Competition Has Eased | BUY with US$58 Target02 Sep 2024
x