Trip.com Q4 Quick Take: Strong Top-Line Growth | Impressive Expense Control | And Not Expensive
Trip.com reported another strong set of quarterly results last week that featured strong top-line growth and admirable expense control. We suggest...
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Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)
In this insight we document China's ongoing recovery in outbound and domestic tourism demand by sharing with readers ten illustrative charts.
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Monthly Chinese Tourism Tracker | No "Pent-Up Demand"! | Weak YTD Returns, Too | (December 2023)
November outbound data were disappointing, and even domestic travel activity metrics appeared to move in the wrong direction. Not surprisingly,...
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Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...
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Monthly Chinese Tourism Tracker | Recovery Still Sluggish | Trip.com as Value Name | (November 2023)
October outbound demand increased vs September but remains below pre-pandemic levels. We've long viewed Trip.com negatively as a growth stock, but...
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