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Jianyin International: Maintains the "Outperform Market" rating for TRIP.COM-S (09961) and lowers the Target Price to HKD 531.
The bank believes that although the current scale of investment will suppress short-term profit margins, in the long run, it will solidify its position in overseas markets.
U.S. stock market fluctuations | Institutions expect the company's revenue to increase by 17% in 2025, with Trip.com (TCOM.US) rising over 4%.
On Monday, Trip.com (TCOM.US) rose over 4%, reaching $59.27.
[Brokerage Focus] Soochow maintains a "Buy" rating on TRIP.COM-S (09961), bullish on the high growth of international business GMV and revenue this year.
Jinwu Financial News | Soochow Securities released a Research Report indicating that TRIP.COM-S (09961) achieved Net income of 12.7 billion yuan in Q4 2024, a year-on-year increase of 23%; adjusted EBITDA was 3 billion yuan, with an adjusted EBITDA margin of 23%, and adjusted Net income was 3 billion yuan, a year-on-year increase of 14%, with company revenue and profit both exceeding Bloomberg's expectations. In 2024, the company's OTA Business GMV will exceed 1.2 trillion yuan. In addition, the company announced a share repurchase plan (total repurchase amount of 0.4 billion USD) and a dividend plan (2024 cash dividend of 0.2 billion USD). The firm stated that international business competition.
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
Track the entire lifecycle of the main Sector.
【Special Guest V】 Deng Shengxing: The USA government has launched a tariff war, and the Hang Seng Index may further adjust.
Goldsmith Financial News | The Hang Seng Index closed at 22,941 on Friday (28th), down 776 points or 3.3%. The total market turnover for the day reached 406.2 billion yuan. The national index fell 3.6% to 8,417; the tech index briefly plummeted 6.3%, dropping to 5,511, narrowly holding above the 5,000-point mark, closing down 5.3% at 5,568. The top three blue-chip stocks with the largest gains in February include Alibaba (09988), SMIC (00981), and ALI HEALTH (00241), which rose 44.4%, 41.1%, and 38.8% respectively for the month; the three worst performers were Ctrip (09961), Shenhua(
Tesla, Palantir And MicroStrategy Are Among Top 12 Large-Cap Losers Last Week (Feb 24-Feb 28): Are The Others In Your Portfolio?
104383375 : There is no explanation, but it is indeed a time to Buy, as it is possible to speculate on China's 51 Gold Week. The key is to be patient.
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103625033 OP 104383375 : thanks!
103625033 OP Mkme : thanks!
FrankieSmilez : 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." - Daniel Hellberg
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