The most recent trading session ended with Trip.com (TCOM) standing at $49.20, reflecting a +0.72% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily loss of 1.2%. Elsewhere, the Dow saw a downswing of 0.65%, while the tech-heavy Nasdaq depreciated by 1.79%.Coming into today, shares of the travel services company had gained 12.51% in the past month. In that same time, the Consumer Discretionary sector lost 4.46%, while the S&P 500 lost 0.85%.The investme ...

Trip.com (TCOM) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ...

3、4月份是旅游业相对淡季，在春季赏花、天水麻辣烫等热点带动下，近期旅游市场呈现火热景象。近一个月内，携程平台上机票搜索热度同比增长了近四成，且单程机票均价下降了15%以上。刚刚落幕的2024“携程318全球旅行划算节”（以下简称“携程318”）也为旅行商家在相对淡季提供了一份确定增长的机会。 本周，携程公布了2024年携程318成绩单，33天的活动为全球27个国家和地区的旅游业商家带来超过12亿元的GMV，同比2023年实现101%增长，反映了国内文旅消费的巨大热情和潜力。 超百万GMV商家增长49% 淡季营销提高全年增长确定性 从2023年开始，携程通过覆盖全峰全谷的营销活动联合旅业合作伙伴，打造错峰旅游和错峰营销的热潮。携程318是2024年其发起的首个大型淡季营销活动，参与商家数量同比增长127%，参与活动的城市超过323个，通过活动实现超百万GMV的商家同比增长49%，且整体转化率提升了91.3%。 携程研究院资深研究员金晨冉表示：“携程318不仅为用户提供了低价囤货的旅行产品，更为旅业合作伙伴提供了淡季营销的新途径。通过318，合作伙伴能够更精准的根据游客的需求偏爱进行经营决策，为全年更确定地增长 ...

Trip.com (TCOM) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this travel services company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings es ...

作者/庆福 编辑/嘉嘉 日前，携程发布2023年第四季度及全年未经审计的财务业绩：2023年携程全年净营业收入达到445亿元，同比增长122%。携程集团联合创始人、董事局主席梁建章表示：有信心在2023年成功的基础上更上一层楼，进一步探索未来的机遇。 在中国互联网行业普遍低迷的大背景下，携程三位数的高速增长大放异彩，但携程也存在依靠“搭售”、“大数据杀熟”等不道德手段追求业绩的情况，这背后反映出携程急功近利，不是一个合格的行业领导者的现实。 【1】不稳的行业老大，携程的焦虑 据易观数据显示：2023年1月，携程旗下携程旅行App、去哪网月活规模分别为5989.03万、3486.61万，远超第三名飞猪旅行App1824.36万的月活规模。 但携程看似稳固的江湖地位却面临抖音、美团“新势力”的冲击，而凭借流量优势，新势力在流量入口、供应商资源等方面对携程构成了潜在威胁。 2023年上半年，抖音在酒旅领域重点布局，上线日历房功能、将酒旅升级为一级部门和到店业务平行。这代表着抖音为酒旅商家在抖音平台上入驻经营、订单转化提供了充足的保障。而这些措施效果显著：2022年抖音平台酒旅行业支付GM ...

Financial Data and Key Metrics Changes - In Q4 2023, Trip.com Group reported a net revenue of RMB 10.3 billion, representing a 105% year-over-year increase and a 25% decrease quarter-over-quarter, but still 24% higher than the 2019 level [27] - For the full year of 2023, net revenue reached RMB 44.5 billion, marking a 122% increase year-over-year and a 25% increase from 2019 [27] - Adjusted EBITDA for Q4 was RMB 2.9 billion, reflecting a growth of 899% year-over-year and a 117% increase compared to 2019, with an adjusted EBITDA margin of 28% [32] - For the full year of 2023, adjusted EBITDA was RMB 14 billion, representing a growth of 550% year-over-year and an increase of 78% compared to 2019, with an adjusted EBITDA margin of 31% [32] Business Line Data and Key Metrics Changes - Accommodation reservation revenue for Q4 reached RMB 3.9 billion, a 131% increase year-over-year and a 32% growth compared to 2019 [27] - Transportation ticketing revenue for Q4 was RMB 4.1 billion, representing an 86% increase year-over-year and an 18% growth compared to 2019 [28] - Package tour revenue for Q4 was RMB 704 million, a 329% increase year-over-year, recovering to 88% of the 2019 level [29] - Corporate travel revenue for Q4 was RMB 634 million, a 129% increase year-over-year, which is 70% higher than the 2019 level [29] Market Data and Key Metrics Changes - In Q4, the China domestic market saw hotel bookings grow over 130% year-over-year and more than 60% compared to 2019 [9] - Outbound air ticket and hotel bookings recovered to more than 80% of pre-pandemic levels, surpassing the market overall recovery rate of 60% [12] - In the APAC region, total GMV of overseas OTA brands grew by more than 70% year-over-year and increased by over 100% compared to 2019 [12] Company Strategy and Development Direction - The company aims to become a leading player in the Asian market and globally within three to five years, focusing on globalization and enhancing product offerings [7][14] - The integration of AI technology, such as the TripGenie assistant, is a key part of the digital strategy to improve user experience and operational efficiency [18] - The company is committed to sustainability and corporate responsibility, focusing on community-friendly, environmental-friendly, and family-friendly initiatives [20][22] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of the travel market, driven by strong consumer demand and the easing of travel restrictions [35] - The company anticipates stronger year-over-year growth in the first half of Q1 2024, followed by a softer second half due to seasonal factors [42] - The inbound travel market in China is seen as an untapped opportunity, with significant potential for growth as visa policies become more favorable [15][16] Other Important Information - The company has initiated a stock buyback program and approved a capital return program for 2024, reflecting confidence in long-term value [6][34] - The balance of cash and cash equivalents as of December 31, 2023, was RMB 77 billion, or USD 10.9 billion [33] Q&A Session Summary Question: Can you elaborate on Trip.com's globalization strategy and achievements? - Management highlighted that the digital strategy focuses on building global products and services, leveraging strong supply chains and technology to enhance user experience [36][38] Question: How has the business performed during the Chinese New Year? - Management noted that domestic hotel and air reservations increased by more than 60% and 50% year-over-year, respectively, with outbound reservations surpassing 2019 levels [40][42] Question: What factors might contribute to the slow recovery of outbound travel? - Management expressed confidence in the recovery, citing strong demand and improving market supply conditions, with expectations for significant growth in outbound travel [44][46] Question: What are the key competitive advantages of Trip.com in international markets? - Management emphasized the user-friendly mobile app, AI-driven personalized recommendations, and strong customer service as key competitive advantages [56][58]

Wall Street expects a year-over-year increase in earnings on higher revenues when Trip.com (TCOM) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 21, 2024, might help the stock move higher if these key numbers are better than ex ...

Trip.com (TCOM) closed the last trading session at $39.65, gaining 8.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $49.67 indicates a 25.3% upside potential.The mean estimate comprises 15 short-term price targets with a standard deviation of $4.39. While the lowest estimate of $43 indicates an 8.5% increase from the current price level, the most optimistic analyst expects the ...

Group 1 - Trip.com Group Limited Sponsored ADR (TCOM) has reached a significant support level, indicating a potential investment opportunity from a technical perspective [1] - TCOM's 50-day simple moving average has recently broken above its 200-day moving average, forming a "golden cross," which is a bullish signal [1] - A golden cross consists of three stages: a downtrend that bottoms out, a crossover of the short-term moving average above the long-term moving average, and continued upward momentum [1] Group 2 - TCOM has experienced a 6% rally over the past four weeks, and it currently holds a 1 (Strong Buy) rating on the Zacks Rank, suggesting a potential breakout [2] - The positive earnings outlook for TCOM supports the bullish case, with no earnings estimates decreasing in the past two months and one revision higher [2] - The Zacks Consensus Estimate for TCOM has increased, further indicating potential gains for investors [2]

Core Viewpoint - Trip.com Group Limited will announce its fourth quarter and full year results for 2023 on February 21, 2024, after market close [1] Group 1: Financial Announcement - The results announcement will be followed by a conference call hosted by the management team at 7:00 PM U.S. Eastern Time on the same day [1] - The conference call will be available via live webcast and will be archived for twelve months [1] Group 2: Registration and Participation - Participants must pre-register to join the conference call, receiving details including dial-in numbers and a unique access PIN upon registration [2] Group 3: Company Overview - Trip.com Group Limited is a leading global one-stop travel platform, offering a comprehensive suite of travel products and services [3] - The company operates under various brands, including Ctrip, Qunar, Trip.com, and Skyscanner, and aims to provide travelers with an inspiring and cost-effective booking experience [3]