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Trip.com Newsroom
China Data Point to Gradual Improvement, but Tariff Risk Looms
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
Hong Kong stock concept tracking | In 2024, the international tourism industry is expected to achieve or exceed the scale of 2019. The continued benefits to the tourism OTA platforms (including concept stocks).
OTA platforms will continue to benefit from the high growth of inbound and outbound travel as well as the prosperity of domestic travel.
Soochow Securities: High growth in inbound and outbound tourism, prosperous domestic tourism, OTA platforms continue to benefit.
With over 20 years of development, the trade volume of china's online tourism market has reached 1.1 trillion yuan, with an online tourism platform penetration rate of over sixty percent, evolving into an oligopoly competition structure.
Guosen Securities: Holiday optimization effectively expands domestic demand, focusing on related travel industry chain and local consumption.
After the May Day holiday in 2023, the number of tourists in our country exceeded the same period in 2019, with the total number of holiday travelers accounting for 33% of the whole year, also significantly higher than the approximately 27% in 2019. It is expected that the trend of 'peak season getting busier' will continue.
Hong Kong stock concept tracking | The State Council announced that there will be 2 more holidays in 2025. Institutions are bullish on the valuation improvement of the travel chain (with concept stocks).
The State Council announced the decision to amend the "State Council's Decision on Amending the Regulations on National Holidays and Commemorative Days".
Earnings Preview: Trip.com to Report Financial Results Post-market on November 18
Trip.com Group Analyst Ratings
Mizuho Securities Maintains Trip.com(TCOM.US) With Buy Rating, Raises Target Price to $78
Express News | Trip.com Group Ltd : Mizuho Raises Target Price to $78 From $65
Trip.com Price Target Raised to $78 From $65 at Mizuho
Furui: The internet-related industry is at the beginning stage of a new cycle, and science and technology enterprises with 3 major characteristics will take the lead.
The investment sentiment in Chinese network technology stocks has improved. Zhuang Yaohong, Director and General Manager of the Internet and Media Industry Research Department in the Asia-Pacific region of Fuli, stated that the internet industry is entering a new period, with profit growth potential, leading market position, and companies benefiting from policies starting to apply the PEG (Price/Earnings to Growth) valuation method, driving the stock price breakthrough.
Lion: Upgraded ctrip's target price to $77 in the third quarter of China, with strong demand for travel.
Lyon released a research report stating that although the base was high in the same period last year, China's tourism demand in the third quarter of this year remains strong. During the summer vacation, domestic tourist volume increased by 8% year-on-year, while during the National Day, it increased by 6% year-on-year. Outbound tourism has also recovered to about 80% of the level in the same period of 2019, with Ctrip leading the industry. Lyon predicts that Ctrip's third-quarter revenue will increase by 13% to 15.6 billion yuan year-on-year. Adjusted EBIT is expected to increase by 17% to 5.2 billion yuan year-on-year, pointing out that despite the decline in hotel prices during the period, the average consumer spending per customer on Trip.com's platform under the group remains strong. Looking ahead to the fourth quarter, compared to
Investors Will Want Trip.com Group's (NASDAQ:TCOM) Growth In ROCE To Persist
Open Source Securities: Prepare for a new round of ice and snow season, seize the potential release of ice and snow tourism/ice and snow industry.
The upcoming 2025 Harbin Asian Winter Games are expected to boost public attention and participation in ice and snow sports.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.
Express News | U.S.-Listed Shares of Chinese Firms Drop Premarket on Worries Over Growing U.S.-China Trade Tensions Under Trump Presidency
Trip.com (TCOM) Laps the Stock Market: Here's Why
Top 3 Consumer Stocks That May Keep You Up At Night This Quarter
Ctrip Group -S (09961.HK) held a board of directors meeting on November 15 to consider and approve the third quarter performance.
Gelonghui November 5th | Ctrip Group-S (09961.HK) announced that the board of directors' audit committee will hold a meeting on November 15, 2024 (Friday) (Hong Kong time) to approve the financial performance for the three months ending September 30, 2024. The company will announce the performance before the trading hours of the Hong Kong Stock Exchange on November 19, 2024 (Tuesday) (Hong Kong time).