For the quarter ended December 2025, MakeMyTrip (MMYT) reported revenue of $295.69 million, up 10.6% over the same period last year. EPS came in at $0.52, compared to $0.39 in the year-ago quarter.The reported revenue represents a surprise of -5.72% over the Zacks Consensus Estimate of $313.62 million. With the consensus EPS estimate being $0.39, the EPS surprise was +33.33%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

NEW YORK, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Trip.com Group Limited (“Trip.com” or the “Company”) (NASDAQ: TCOM). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Trip.com and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On Januar ...

19 January 2026 | 7:06PM HKT Equity Research Trip.com Group (TCOM) Analysis on potential impact from greater hotel segment competition: profit breakdown and earnings sensitivity; Buy | TCOM | 12m Price Target: $87.00 | Price: $61.77 | Upside: 40.8% | | --- | --- | --- | --- | | 9961.HK | 12m Price Target: HK$676.00 | Price: HK$466.20 | Upside: 45.0% | TCOM's share price has fallen by ~20% over the past three days following its announcement that the State Administration for Market Regulations of the PRC (SAM ...

Core Insights - The article discusses the regulatory challenges faced by Trip.com, drawing parallels to Alibaba's past experiences with Chinese regulators, particularly regarding antitrust investigations [3][4]. Company Overview - Trip.com, formerly known as Ctrip, is China's leading online travel agency, holding an estimated 60% market share and valued at around $40 billion [4]. - The company provides a range of booking services through various platforms, including Trip.com, Ctrip, Qunar, and Skyscanner [4]. Regulatory Environment - Trip.com is currently under an antitrust probe by Beijing, which has led to a 20% decline in its stock since the announcement on January 14 [3]. - This situation raises concerns about a potential prolonged regulatory scrutiny similar to what Alibaba experienced, which could impede Trip.com's growth [3]. Financial Performance - In 2025, Trip.com stock rose only 4.7%, underperforming the S&P 500 Index, although it had seen a 10% increase year-to-date before the antitrust announcement [5]. - The company's trailing price-earnings (P/E) ratio is 10.64x, significantly lower than the travel industry average of 20x to 25x, indicating potential undervaluation [6]. - The forward P/E ratio of 20x suggests growth potential if earnings meet projections, while the price-sales ratio of 5.20x is higher than historical averages but reasonable given the double-digit revenue growth [6]. Valuation Insights - Current valuation metrics suggest that Trip.com is undervalued relative to industry benchmarks and its historical performance, particularly in light of China's travel recovery [7]. - If regulatory fines remain manageable, investors may view the stock as fairly valued, but the low P/E ratio indicates discounted pricing if the investigation concludes positively [7].

Group 1 - The core viewpoint of the articles highlights the increasing popularity of "please 5 days off for 15 days" travel arrangements during the upcoming Spring Festival, with Chengdu emerging as a top destination [1] - The "80s generation" is identified as the primary demographic for this travel trend, accounting for 48% of the vacation bookings during the specified period [1] - The "90s generation" shows a preference for off-peak travel during the holiday, seeking lower prices and fewer crowds [1] Group 2 - Family travel, particularly with children, has become the central focus for Spring Festival trips, with over half of domestic travel bookings for the holiday attributed to parent-child tourism [2] - The upcoming holiday season is expected to coincide with a significant increase in travel demand, particularly among students, as many schools and universities have aligned their winter breaks [1][2] - Data indicates a notable rise in flight bookings, with a nearly 30% increase in travelers aged 18-22 compared to the previous week [1]

Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to ...

on 15-Jan-2026 15 January 2026 Global Hotels & Leisure The Age of Agents: Online travel and Agentic AI - how will it shake up travel distribution? Richard J. Clarke, FCA +44 20 7676 6850 richard.clarke@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Nikhil Devnani, CFA +1 917 344 8425 nikhil.devnani@bernsteinsg.com Harshita Rawat, CFA +1 917 344 8485 harshita.rawat@bernsteinsg.com Zhihan Ma, CFA +1 917 344 8303 zhihan.ma@bernsteinsg.com Niall Mitchelson +44 20 7676 7144 niall.mitch ...

Core Viewpoint - The Schall Law Firm is investigating claims against Trip.com Group Limited for potential violations of securities laws, particularly focusing on misleading statements and undisclosed information related to an antitrust investigation by Chinese regulators [1][2]. Group 1: Investigation Details - The investigation centers on whether Trip.com issued false or misleading statements and failed to disclose critical information to investors [2]. - Trip.com is currently under investigation by China's market regulator for potential antitrust violations, which has led to a significant drop in its stock price [2]. Group 2: Market Reaction - Following the announcement of the investigation, Trip.com's shares fell by 17% on the same day [2].

入境游持续升温：长沙入榜全国前20 "一个月前就订好了机票，不然价格肯定要涨。"周志豪和朋友约好在乌鲁木齐集合，"计划自驾北疆大 环线，阿勒泰滑雪、赛里木湖、可可托海，都是在短视频里刷到很久的地方"。 像周志豪这样选择"寒假先行"的大学生并非个例。去哪儿旅行数据显示，1月12日至19日，18—22岁大 学生乘机出行量环比增长近三成，占整体出行人群的21%以上，成为寒假初期增速最快的人群之一。 与此同时，春节出游的"家庭属性"也愈发明显。去哪儿旅行数据显示，春节期间亲子游占比超过三成。 携程平台上，国内亲子游预订占比已过半，30—50岁的中青年人群是出游主力，18岁以下儿童及青少年 的机票量占比达到23%。 从目的地看，冰雪与温暖形成"双主线"。哈尔滨、北京、上海、广州、深圳等城市热度居高不下；而福 州、昆明、大理等"慢生活""避寒型"城市也成为春节热门之选。 "寒假一放，我们就直奔新疆了。"1月15日，正在湖南中医药大学就读的周志豪已经和同学踏上旅途， 成为第一批"抢跑"春节档的年轻游客。随着全国高校陆续放寒假、2026年春节假期临近，春节旅游预订 明显升温，湖南、长沙热度持续攀升，入境游表现尤为亮眼。 春节 ...

Core Viewpoint - Trip.com Group Limited (TCOM) is under investigation by China's State Administration for Market Regulation for potential monopolistic behavior, which has led to a significant drop in its stock price by 17% on January 14, 2026 [1][2]. Group 1: Company Investigation - Wohl & Fruchter LLP is investigating whether TCOM has violated federal securities laws in light of the ongoing investigation by Chinese authorities [1]. - The investigation pertains to potential violations of the Anti-Monopoly Law of the People's Republic of China [1]. Group 2: Stock Market Reaction - Following the announcement of the investigation, TCOM's stock price experienced a decline of 17% during trading on January 14, 2026 [2].