Naspers: Discount to Prosus Market Value Reaches Narrowest Level Since Prosus Listing
Recap on how the Naspers and Prosus discounts traded last week. Naspers’ discount to Prosus’ market value reached an all time low. Could see...
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Trip.com Q126 Results | Strong Top-Line, Lower Margins | Ongoing Investigation To Hit Growth in Q226
Q126 saw strong revenue growth and some margin erosion. More importantly, weak Q226 guidance appears to highlight the heavy impact an ongoing...
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Trip.com (TCOM US / 9961 HK): The Global OTA Compounder That Will Take Over the World
​Q1FY26 results show Trip.com outperforming global rivals with +5% YoY core EPS growth, despite Middle-East war impact on holidays. Analysts see...
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Trip.com Executive Sees Huge AI Application Opportunities in China
China holds significant opportunities in artificial intelligence (AI) applications despite the advanced capabilities of foreign foundational...
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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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