Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses | But Not a Game-Changer
Trip.com reported Q323 results that featured strong top-line growth, sharp Y/Y improvement in margins, and progress on cost control. But its Q323...
594 Views
Monthly Chinese Tourism Tracker | Tourism Recovery Derailed By Normal Seasonality | (October 2023)
Outbound tourism activity in September declined vs August, in some cases down to levels seen in Q2. Domestic activity also disappointed, and we see...
488 Views
Monthly Chinese Tourism Tracker | 'Pent-Up' Travel Demand -- Does China Have Any? | (September 2023)
What is "pent-up" demand, and nine months into a recovery in travel activity, does China still have any? We review outbound activity, domestic...
678 Views
Trip.com Q223 Quick Take: Revenue, EPS > Consensus | Guidance? Not Much | Still No Upside Surprises
Trip.com reported solid Q223 results on Tuesday morning. We have concerns about expense control, and we also sense that investors want clear...
608 Views
CX Daily: Lower Fares and a Regional Focus Help China’s Private Airlines Win Race to Profitability
Airlines /: Lower fares and a regional focus help China’s private airlines win race to profitability PMI /: China’s factory activity gets back to...
354 Views