Trip.com (9961 HK): Stock Surged After 2Q24 Result, Upside Narrowed to 18%
In 2Q24, total revenue increased by 14% YoY. We believe the company has been riding on the recovery of the travel market. We also believe the stock...
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Tongcheng Travel (780 HK): Seems like a Cost Issue
Tongcheng Travel faces cost pressure as adjusted net profit rises by 10.9% in 2Q24 despite strong revenue growth. Slowing growth and potential...
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China Consumption Weekly (15 Jul 2024): Seres, BYD, Guangzhou Automobile,Trip.com
GAC sales volume of new energy vehicle decreased by 31% YoY in 1H24. BYD will build a factory in Turkey. AliPay' foreigner consumption amount in...
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Global Emerging Markets: Reporting Season Summary, 2Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
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GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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