高盛：消费者与休闲公司日_首席官询问；2Q_3Q国内稳定，出境边际上升
携程商旅·2024-06-06 12:47
更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Goldman Equity Sachs Research 6 June 2024 | 6:34AM HKT Trip.com Group (TCOM): Consumer & Leisure Corp Day: CB queries; 2Q/3Q domestic steady, margin upside on outbound/Trip.com 开报数据 We hosted TcOM management at our Greater China Consumer & Leisure Corp Day earlier today. Most of the questions were surrounding rationale for its cB issuance announced yesterday, outlook for its domestic and outbound travel businesses and growth strategies for its overseas OTA platform, Trip.com. As ...