Tongcheng Travel (780 HK): We Are Back
CNY travel rush is expected to boost air passenger volume by 9.8% vs. 2019, benefiting Tongcheng. Its focus on lower-tier cities and strong EPS...
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Trip.com (TCOM, 9961 HK): When to Rally After Plunge for Antitrust Investigation
We expect that the antitrust investigation will end in August 2026. We believe TCOM’s market share will decline, but the company can keep its No. 1...
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Primer: Trip.com Group (9961 HK) - Apr 2026
Dominant Market Leader Facing Intensifying Competition: Trip.com Group is the undisputed leader in China's online travel agency (OTA) market,...
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HK Strategy: Winners of Potentially Higher Inflation
Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...
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CX Daily: China Looks to ‘Experience Economy’ for a Consumption Lift
TOP STORIES In Depth: China Looks to ‘Experience Economy’ for a Consumption Lift Chinese travelers are no longer content to simply admire scenic...
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