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Trip.com (TCOM US)
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532
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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01 Mar 2016 23:15
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
Douglas Kim
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209 Views
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bullish
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Thematic (Sector/Industry)
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29 Feb 2016 12:41
Whisky - Rarer the Richer
Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...
Ishita Jain
245 Views
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bullish
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Macroeconomics
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15 Feb 2016 09:20
CNY Band Widening Likely by Q3
* The CNY is becoming a basket currency and greater basket currency flexibility is likely this year* The PBoC monetary policy report stated that...
Callum Henderson
189 Views
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bullish
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Macroeconomics
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04 Feb 2016 17:44
Asia Calling: CNY - A Basket Currency, Not a Basket Case
* CNY remains under pressure given the economic slowdown, concerns about debt and capital outflows* China's FX reserves look more than enough, but...
Callum Henderson
206 Views
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bullish
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Macroeconomics
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22 Jan 2016 11:10
Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
Callum Henderson
1.6k Views
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