TRACKING TRAFFIC/Chinese Tourism: December Travel Demand Weak (Pre-Corona Virus)
Data from December 2019 suggest that Chinese outbound and domestic tourism activity was weak even before a corona virus outbreak led to dramatic...
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How Trip.com (TCOM US) Is Actually Getting Stronger During the Coronavirus Crisis
Trip.com is one of the coronavirus's biggest market casualties having lost ~12% of its market value in just slightly over two weeks. While shares...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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Trip.com - Queen of Corona
C-Trip to Signifcantly Be Punished: Mainland China will be at the epicenter of this tourism slowdown. Trip.com is key player in the local tourism...
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