August US Customs & Border Protection Data Confirm Softening Travel Trend in Most Segments, Regions
By almost every measure, August's US border crossing data look even weaker than the mediocre numbers from July. Clearly, US travel and leisure...
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Aequitas: Shanghai Jin Jiang International Hotels A/H Listing - RevPAR Under Pressure
Shanghai Jin Jiang International Hotels, aims to raise at least US$100m in its H-share listing. In this note, we look at its past performance and...
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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...
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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...
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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...
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