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Trip.com (TCOM US)
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703
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Consumer Discretionary
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China
Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.
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bullish
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Thematic (Sector/Industry)
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03 Feb 2020 14:27
China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
Vincent Fernando, CFA
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653 Views
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bullish
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Thematic (Sector/Industry)
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30 Jan 2020 09:56
Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
Vincent Fernando, CFA
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939 Views
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bullish
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Cross Asset Strategy
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18 Aug 2019 15:22
🇨🇳🇭🇰 That Was The Week That Was • Hong Kong/China - 12th~18th August 2019 @Smartkarma
• TW3 HONG KONG/CHINA 12~18 AUGUST •The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
Campbell Gunn
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548 Views
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bearish
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Thematic (Sector/Industry)
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11 Jun 2019 07:01
TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
Daniel Hellberg
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810 Views
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bearish
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Air China
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31 May 2026 00:09
Monthly Chinese Tourism Tracker | After Strong March, Data Shows Softer Air Travel Demand in April
Chinese air travel data from April show a sudden slowing of demand, probably related to recent increases in airfares and surcharges. We expect to...
Tracking Traffic
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