Monthly Chinese Tourism Tracker | August Traffic Resilient, Especially Domestic Air Activity
August air traffic figures show a decent Y/Y recovery that mirrors what we saw in July, especially for domestic travel. We believe demand could...
104 Views
US Customs & Border Protection August Data | Air Crossings Stable | Europe Could Gain From US Losses
August data from the US Customs & Border Protection agency shows a decline in US border crossings. Air crossings have held up relatively well, but...
423 Views
Trip.com Q226 Results | Slow Top-Line & Adj EBITDA Met Low Expectations | No Quick Fix, in Our View
Trip.com reported Q226 results that mostly met lowered expectations after SAMR's investigation into the platform's anti-competitive practices. We...
104 Views
Trip.com Q226 Earnings Preview | Impact of Investigation | Accommodation Segment | Q3 Guidance Key
Trip.com will finally report Q2 results on Tuesday evening (US time). Expectations for Q2 are low but forward guidance could indicate how quickly...
101 Views
Latest US Customs & Border Protection Data Appear to Confirm Sluggish US Tourism Activity
The latest figures for US border crossings suggest international travel into and out of the US remains sluggish. The figures show little growth...
103 Views