
- Adjusted earnings per American depositary receipts estimate: 5.66 yuan
- Accommodation reservation revenue estimate: 5.47 billion yuan
- Transportation ticketing revenue estimate: 5.41 billion yuan
- Packaged-tour revenue estimate: 1.01 billion yuan
- Corporate travel revenue estimate: 549.1 million yuan
- Other revenue estimate: 1.38 billion yuan
- Gross profit estimate: 11.17 billion yuan
- Analyst Commentary:
- Citi expects steady growth in domestic travel with year-on-year room nights growth.
- Normalization in year-on-year performance is anticipated as comparisons become easier.
- Outbound travel growth may slow down after 2Q25 due to higher base and improved international flight capacity.
- China’s travel warning for the US affects outbound travel revenue, contributing less than 1% to total revenues.
- Recommendations and Predictions:
- 33 buy recommendations, 4 holds, and 0 sell ratings from analysts.
- Average price target of $73.11, representing a 13% upside from the current price.
- Implied one-day share move following earnings is projected to be 6%.
- Shares have increased by 14.7% in the past year, outperforming the SPX Index, which rose by 11.9%.
- Upcoming event:
- Earnings release expected on May 19.
“`
Trip.com on Smartkarma
On Smartkarma, independent analysts are providing diverse perspectives on Trip.com. Daniel Hellberg‘s bearish stance highlights a weakening trend in Chinese travel demand, advising caution on Chinese travel stocks. In contrast, Eric Wen‘s bullish outlook praises Trip.com‘s strong Q4 performance driven by domestic travel, maintaining a buy rating with a target price of US$74. Acid Investments regards Trip.com as a worthwhile investment despite recent market corrections, emphasizing its long-term strength as a business. However, Ming Lu‘s bearish view on Trip.com‘s recent stock plunge suggests an overreaction to the company’s positive 4Q24 results.
Analyst coverage on Trip.com on Smartkarma ranges from cautious to optimistic, reflecting the complexity of the current market environment for the popular travel company. While some analysts express concerns about margin pressures and market reactions, others highlight Trip.com‘s resilience and growth potential. Investors navigating the Trip.com landscape should carefully consider these varied viewpoints to make informed decisions regarding their investment strategies.
A look at Trip.com Smart Scores
Factor | Score | Magnitude |
---|---|---|
Value | 4 | |
Dividend | 2 | |
Growth | 5 | |
Resilience | 4 | |
Momentum | 2 | |
OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts have provided a positive long-term outlook for Trip.com Group Ltd. based on its Smartkarma Smart Scores. With a high Growth score of 5, the company is projected to experience significant expansion in the future, indicating strong potential for development and market growth. Additionally, Trip.com‘s solid Value and Resilience scores of 4 suggest that it is well-positioned to weather market fluctuations and maintain steady performance.
However, the company’s lower scores in Dividend and Momentum, rated at 2 each, may indicate areas where investors could exercise caution. Despite this, Trip.com‘s diversified range of services, including mobile applications, hotel reservations, and corporate travel management, positions it well for long-term success in the competitive online travel agency industry.
### 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. ###
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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