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Booking Holdings:1季度业绩超预期;生态建设或带动利润率潜力释放
安信国际证券· 2024-05-21 07:02
% 一个月 三个月 十二个月 相对收益 4.12 -5.23 16.11 绝对收益 6.04 0.19 42.72 数据来源:公司资料,彭博,万得 报告摘要 2 季度公司指引:管理层预计 2 季度,1)间夜量同比增 4%-6%,主要受复活节 时点、预订周期、中东地缘政治因素影响;2)交易额同比增 3%-5%,ADR 汇率 中性同比增 1%,交易额增长略低于间夜量增长,主要因汇率负面影响(-3%); 3)收入同比增 4%-6%(汇率中性),与间夜量增速一致;4)经调整 EBITDA 为 17.0-17.5 亿美元,同比降低个位数,主要因 Connected Trip 建设持续,IT 投入加 大,同时代理转批发模式影响经营费用。此外,公司维持 2024 年全年指引,预 计总交易额汇率中性增 7%,收入同比增 8%,EPS 同比增 15%。 1 季度业绩超预期;生态建设或带动利润率潜力释放 Booking 1 季度业绩超预期,间夜量、成交额、收入增速均高于公司指引上线, 经调整 EBITDA 超市场预期 22%,财报公布至今股价涨 8%。公司当前战略重点 为一站式预订服务平台建设、代理转批发模式、会员生态等,有望带 ...
Booking Holdings Inc. (BKNG) JPMorgan Global Technology, Media and Communications Conference - (Transcript)
seekingalpha.com· 2024-05-20 21:08
Booking Holdings Inc. (NASDAQ:BKNG) JPMorgan Global Technology, Media and Communications Conference Call May 20, 2024 2:30 PM ET All right. We're going to go ahead and get started. I'm Doug Anmuth, J.P. Morgan's Internet Analyst. Very pleased to have with us today Booking CEO, Glenn Fogel and CFO, Ewout Steenbergen. Booking is The global leader in online travel, with the mission to make it easier for everyone to experience the world. Last year the company booked more than a billion room nights and had over ...
Booking Holdings Inc. (BKNG) JPMorgan Global Technology, Media and Communications Conference - (Transcript)
2024-05-20 21:08
Booking Holdings Inc. (NASDAQ:BKNG) JPMorgan Global Technology, Media and Communications Conference Call May 20, 2024 2:30 PM ET Company Participants Glenn Fogel - CEO Ewout Steenbergen - CFO Conference Call Participants Doug Anmuth - J.P. Morgan Doug Anmuth All right. We're going to go ahead and get started. I'm Doug Anmuth, J.P. Morgan's Internet Analyst. Very pleased to have with us today Booking CEO, Glenn Fogel and CFO, Ewout Steenbergen. Booking is The global leader in online travel, with the mission ...
United Cargo Adds Capacity to WebCargo by Freightos' Booking Platform, Extending Cargo Sales Portal Capabilities
prnewswire.com· 2024-05-16 13:00
BARCELONA, Spain, May 16, 2024 /PRNewswire/ -- Freightos (NASDAQ: CRGO), the vendor-neutral booking and payment platform for the international freight industry, is pleased to expand the collaboration between WebCargo by Freightos and United Cargo (NASDAQ: UAL). In an industry which is still mostly offline, WebCargo is proud to be a key technology partner developing United Cargo's state-of-the-art selfservice online cargo portal and is proud to further expand this collaboration. Recently, United Cargo has fu ...
Booking.com to face tough new EU tech rules
TechXplore· 2024-05-13 11:35
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Booking has six months to prepare for compliance with the EU law. The European Union on Monday added Dutch online travel giant Booking.com to its list of digital companies that are big enough to fall under tougher competition rules. Brussels also said it would investigate whether social media platform X, owned by tech billiona ...
Why Booking Holdings (BKNG) is a Top Growth Stock for the Long-Term
Zacks Investment Research· 2024-05-10 14:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style ...
The 3 Hottest Airline Stocks to Consider Before Summer Travel Starts to Sizzle
InvestorPlace· 2024-05-09 19:41
Travel demand is accelerating with major sector names reporting strong demand ahead of the key holiday period, underscoring the potential of airline stocks to buy before summer. Last week, Booking.com said it expects to see strong travel demand despite the slowdown in certain regions, namely the Middle East.Booking.com said it expects room-night growth to increase between 4% and 6% year-over-year. Moreover, the gross travel bookings are expected to rise 3-5%. Overall, the company’s  first-quarter results in ...
Booking Holdings to Attend the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference
Prnewswire· 2024-05-09 14:00
NORWALK, Conn., May 9, 2024 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) today announced that Chief Executive Officer Glenn Fogel will be speaking at 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 20th at 02:30 pm ET. A live audio cast of the presentation will be available to the public at http://ir.bookingholdings.com. A replay will be available for 30 days.  About Booking HoldingsBooking Holdings (NASDAQ: BKNG) is the world's leading provider of online travel and ...
The 3 Best Stocks to Buy to Survive the Coming Nasdaq 100 Crash
InvestorPlace· 2024-05-07 16:37
The Nasdaq 100 has been on a tear. The tech-heavy index is up 37% over the past 12 months compared to a 26% gain by the S&P 500 and a 17% rise in the Dow Jones Industrial Average. But what goes up must come down. And as any investor who remembers 2022 knows, the reversal can be quick and sharp. The Nasdaq 100 lost 33% of its value that year. Of course, the bull market ride since then has been phenomenal. Tech stocks have carried the index to a 63% gain, so there’s no reason to fear a market crash. It’s just ...
Summer 2024: the Season for Travel Savings with Cheap(er) Domestic and International Flights vs. 2023
Prnewswire· 2024-05-07 14:30
KAYAK Reveals 2024 Summer Travel Forecast & Top Trending Destinations STAMFORD, Conn., May 7, 2024 /PRNewswire/ -- The 2024 travel forecast is looking sunny with a chance of savings. Despite increasing inflation, according to the latest internal data from KAYAK, the world's leading travel search engine, airfare is down 13% for domestic and 3% for international flights vs. 2023. To help travelers score a deal and figure out where to go, KAYAK's Travel Check- In: Summer 2024 report offers data-driven insights ...