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Trip.com Q424 Results | Higher Costs Finally Arrive, And With a Vengeance
522 Views25 Feb 2025 03:36
Trip.com's Q424 results showed a re-acceleration of top-line growth, but also a surprising surge in Cost of Revenue and Operating Expenses, which combined to drag down core margins.
What is covered in the Full Insight:
- Q424 Results: Revenue Growth vs Margin Erosion
- Sales & Marketing and Operating Expenditure Analysis
- Valuation and Outlook for Trip.com
- Comparison with Chinese Airlines
- Conclusion: Investment Alternatives
SUMMARY
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Full Insight
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- Trip.com Q125 Results | Rising Expenses Led to Margin Compression, Again | Still Prefer Airlines22 May 2025
- Monthly Chinese Tourism Tracker | March and Q125 Demand Growth Weak Vs Trend (April 2025)26 Apr 2025
- Monthly Chinese Tourism Tracker | Growth of Travel Demand Slowed in January-February (March 2025)25 Mar 2025
- Trip.com Q424 Results | Higher Costs Finally Arrive, And With a Vengeance25 Feb 2025
- Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025)25 Jan 2025
- Monthly Chinese Tourism Tracker | Trip.com YTD 2024 Performance Vs. Three Leading Chinese Airlines30 Nov 2024
- Trip.com Q224: Slower Growth | But Higher Margins | Competition Has Eased | BUY with US$58 Target02 Sep 2024
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