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Trip.com (TCOM US)
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670
Analysis
Consumer Discretionary
•
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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bearish
•
Thematic (Sector/Industry)
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21 Dec 2017 10:15
Renewed Chinese Tourism Sanctions on South Korea
On December 19th, 4 vessels from the South Korea (SK) Coast Guard fired 200 plus live rounds over 44 Chinese fishing boats who were reported to be...
JL Warren Capital
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385 Views
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bullish
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Thematic (Sector/Industry)
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17 Dec 2017 07:54
Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
JL Warren Capital
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181 Views
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bearish
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Tuniu Corp Spon Adr
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28 Nov 2017 10:12
Step 1: Cut Marketing 55%! Step 2: Cut Headcount 20%! Step 3: Grow Sales by 54%! Step 4: Uh, Repeat?
Overview of Q3 ResultsChinese package tour specialist Tuniu Corp Spon Adr (TOUR US) finally reported unaudited September quarter results on Monday...
Daniel Hellberg
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291 Views
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bullish
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BOC Aviation
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20 Nov 2017 09:12
Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
Daniel Hellberg
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286 Views
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bullish
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Yatra Online
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15 Nov 2017 08:48
Room for Two? Yatra Online Shows Improving Competitiveness Vs Market Leader MakeMyTrip.com
The shares of Indian online travel agent (OTA) Yatra Online Inc (YTRA US) rose 10.2% Tuesday in New York after the company released an impressive...
Daniel Hellberg
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316 Views
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