Hong Kong stock concept tracking | Tourism demand remains resilient, institutions bullish on OTA platform performance improvement (including concept stocks)

Before the 2024 National Day holiday, the cross-regional personnel flow of the whole society in the first 6 days is approximately 1.74 billion, an increase of 3.2% year-on-year, with overall demand remaining strong.

Zhitong FinanceOct 17 01:11 ET

Non-Executive Co-Chairman Of Tongcheng Travel Holdings Sold 53% Of Their Shares

Simply Wall StOct 15 18:12 ET

gtja: The earnings expectations of the three major Hong Kong stock indices continue to rise, with growth sectors leading the way.

gtja Securities stated that the earnings expectations of the three major stock indexes in Hong Kong continue to rise, with the highest year-on-year growth rate in earnings forecast for Hang Seng Index technology stocks, and recent upward revisions in earnings expectations for US and Chinese listed companies.

Zhitong FinanceOct 14 18:54 ET

Anxin International: The National Day holiday tourism market performance is stable, maintaining the OTA platform's full-year performance forecast.

Maintain performance forecast for Ctrip Group-S (09961) and tongchengtravel (00780) for the full year of 2024, bullish on the agility of OTA in the changing trend of travel consumer operation and performance certainty.

Zhitong FinanceOct 11 03:03 ET

With EPS Growth And More, Tongcheng Travel Holdings (HKG:780) Makes An Interesting Case

Simply Wall StOct 10 21:42 ET

[Brokerage Focus] Bocom Intl: Currently, the valuation of individual stocks of internet companies still has room for upward adjustment compared to the average valuation since 2022.

Golden Finance News | bocom intl indicated that since September 24 (after the pullback as of October 8), the performance of covered company stock prices: the highest increase (60%+) mainly for companies with significant declines due to business adjustments earlier; there are more companies with stable fundamental performance in the range of 20-40% increase. The bank pointed out that the current valuations of individual stocks of internet-related companies still have room for upward adjustment compared to the average valuation since 2022, bullish on the future performance of e-commerce, OTA, gaming, and education industries except for companies with high valuations in the early stages of turning losses into profits. Subsequent stock selection logic: good fundamentals, strong certainty in performance in the second half of the year and in 2025.

Jingu Finance NewsOct 9 20:47 ET