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Trip.com (TCOM US)
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670
Analysis
Consumer Discretionary
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China
Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.
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bullish
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Thematic (Sector/Industry)
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05 Feb 2018 12:01
TRACKING TRAFFIC/Chinese Tourism: December Traffic Up | Chopper to Macau? | China-Taiwan Troubles
Tracking Traffic/Chinese Tourism is designed to be a hub for all of our research on China's tourism sector. Tracking Traffic/Chinese...
Daniel Hellberg
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304 Views
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bearish
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Trip.com
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08 Jan 2018 09:22
2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
The objective of this note is to identify important near-term drivers of M&A activity in China's fast-growing tourism sector. We'll also...
Daniel Hellberg
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409 Views
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bullish
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Thematic (Sector/Industry)
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08 Jan 2018 01:05
The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
Travis Lundy
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335 Views
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bearish
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Baidu
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03 Jan 2018 15:34
Baidu's Technology Is Impressive but yet to Monetize While the Core Search Business Remains Weak
In late November, Baidu Inc (ADR) (BIDU US) hosted their annual Baidu World (BW) showcase in Beijing (write-up somewhat lost into year-end). This...
New Street Research
247 Views
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bullish
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Thematic (Sector/Industry)
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01 Jan 2018 07:06
TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'
Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...
Daniel Hellberg
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484 Views
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