Core Viewpoint - Booking Holdings has seen a 7.4% increase in share price over the past month, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1]. Group 1: Earnings Report and Market Reaction - The most recent earnings report for Booking Holdings was discussed, indicating a need to analyze the important catalysts affecting the stock [1]. - Fresh estimates for Booking Holdings have trended downward over the past month, suggesting a potential shift in market sentiment [2]. Group 2: VGM Scores and Investment Strategy - Booking Holdings currently holds a Growth Score of A, but has a low Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3]. - The aggregate VGM Score for Booking Holdings is C, which is relevant for investors not focused on a single strategy [3]. Group 3: Outlook and Future Expectations - The downward trend in estimates for Booking Holdings appears promising in terms of the magnitude of revisions, indicating a cautious outlook [4]. - Booking Holdings has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return from the stock in the upcoming months [4].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [3] Group 2: Trivago N.V. (TRVG) Analysis - Trivago N.V. (TRVG) has shown a four-week price change of 0.2%, indicating growing investor interest [4] - Over the past 12 weeks, TRVG's stock gained 1.2%, with a beta of 1.49, suggesting it moves 49% more than the market [5] - TRVG has a Momentum Score of B, indicating a favorable time to invest [6] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investors [7] - TRVG is trading at a Price-to-Sales ratio of 0.56, suggesting it is undervalued at 56 cents for each dollar of sales [7] Group 3: Investment Opportunities - TRVG appears to have significant potential for growth at a fast pace, alongside other stocks that meet the 'Fast-Paced Momentum at a Bargain' criteria [8] - There are over 45 Zacks Premium Screens available for investors to identify winning stock picks based on their investing style [9]

Core Insights - Webus International Limited is advancing its vision of a seamless travel ecosystem through strategic developments, including a financing strategy and a renewed partnership with Tongcheng Travel Holdings [1][2][3] Financing Strategy - The company is exploring a financing strategy of up to US$300 million through non-equity funding vehicles to establish an XRP reserve for global payment solutions [2] - This financing approach includes cash reserves, bank lending, shareholder guarantees, and institutional-backed credit facilities, aiming to maintain capital flexibility and support long-term growth [2][4] Partnership with Tongcheng Travel - Webus has renewed its multi-year strategic partnership with Tongcheng Travel, enhancing its domestic network infrastructure and leveraging Tongcheng's mobility data and user base [3][4] - The partnership aims to deliver seamless first- and last-mile services across China, utilizing Webus's premium vehicle network [3] Technology and Innovation - The company is focused on end-to-end innovation, with the potential XRP blockchain integration aimed at eliminating payment friction and enabling instant settlements for international services [4][8] - The strategic initiatives include the establishment of a comprehensive blockchain infrastructure, which will support wallets, Web3 loyalty tokens, and on-chain booking records [8] Market Position - Webus specializes in AI-driven mobility solutions, offering customizable chauffeur services globally, and operates under the "Mobility-as-a-Service" (MaaS) model [5][6] - The flagship brand "Wetour" provides high-end travel services, including airport transfers and luxury chartered services, supported by real-time AI technology [6]

Group 1 - The core activity "Celebrate Dragon Boat Festival, Enjoy Summer" is launched by Shandong Provincial Department of Culture and Tourism in collaboration with Meituan Travel, offering benefits in vacation, hotels, and attractions [1] - Tourists can receive up to 9 different value coupons, with the highest coupon worth 200 yuan, by accessing the "Dragon Boat Festival Tourism" section on the Meituan app [3] - A travel coupon package valued at 188 yuan is introduced, with a total subsidy amount reaching millions, aimed at enhancing the travel experience during the Dragon Boat Festival [3] Group 2 - Meituan is hosting a large-scale theme event "Summer Fun Season" from May 28 to June 2, collaborating with 34 popular attractions, offering discounts as low as 60% [4] - The event coincides with the Children's Day, featuring engaging family-friendly activities at various scenic spots, enhancing the appeal for family tourism [4] - Tourists can participate in a lottery for free entries and access limited-time high-value coupon packages during the event [4]

Core Insights - Tongcheng Travel reported a revenue of Rmb4.38 billion in 1Q25, representing a 13% year-over-year increase, and an adjusted net profit of Rmb788 million, up 41% year-over-year, exceeding expectations due to a higher-than-expected core OTA operating profit margin [1] - The company raised its 2025 EPS forecast from Rmb1.38 to Rmb1.41, while maintaining forecasts for 2026 and 2027 at Rmb1.57 and Rmb1.74 respectively, and increased the target price from HK$24.8 to HK$26.5, indicating a 21% upside potential [1] Domestic Operations - In 1Q25, core OTA revenue increased by 18% year-over-year, with accommodation reservation revenue up 23% and transportation ticketing revenue rising 15% [2] - Monthly paying users (MPUs) grew by 9% year-over-year to 46.5 million, and annual paying users (APUs) increased by 8% year-over-year to 250 million, both reaching historical highs [2] - The domestic hotel take rate is expected to rise by 0.5 percentage points quarter-over-quarter to 9.5-10% in Q2, driven by reduced subsidies [2] - Hotel average daily rate (ADR) growth is anticipated to turn positive in 2Q25, with an upward trend in the proportion of three-star and above hotels on the platform [2] Outbound Travel Business - The outbound travel business is projected to turn from loss to profit in 2025, with outbound flight tickets contributing approximately 5% to transportation revenue in 1Q25 [2] - By the end of the year, outbound flight tickets and hotels are expected to contribute more than 7% to flight and hotel revenue, with the loss from outbound flight tickets decreasing quarter-over-quarter [2] Investment Outlook - The company maintains a Buy rating, reflecting optimism about the growth certainty of the online travel industry and the stability of its competitive landscape [3] - Improvements in marketing efficiency and the expansion of outbound travel are expected to enhance margins, while the hotel management business is poised to provide additional growth drivers [3]

Group 1: Investment Potential - The power of compound interest can significantly grow an initial investment, with $25,000 potentially turning into a million dollars in 40 years at a 10% annual rate [1] - Two promising technology stocks are identified for long-term investment to help achieve the million-dollar goal [2] Group 2: Airbnb Overview - Airbnb has disrupted the travel market with its home-sharing model, achieving $81.8 billion in gross spending and $11.1 billion in total revenue in 2024 [4] - 70% of Airbnb's spending comes from Western markets, with plans to expand into travel-heavy regions like Japan and Brazil over the next five years [5] - Airbnb has launched new product categories, Experiences and Services, to enhance its platform and attract more customers away from traditional hotels [6][7] Group 3: Airbnb Financial Metrics - Airbnb's current price-to-earnings (P/E) ratio is 32, reflecting its growth potential despite appearing expensive for value-focused investors [8] - The company has an operating margin of 22%, which is lower than competitors like Booking Holdings, indicating potential for margin improvement as the platform matures [8] Group 4: Remitly Overview - Remitly Global is disrupting the international money transfer market with a mobile application that offers lower fees, achieving a 41% year-over-year growth in send volume and 34% revenue growth [9] - The platform is now profitable, posting $11.4 million in net income last quarter, while processing over $15 billion in quarterly volume for 8 million customers [9][10] Group 5: Remitly Market Position - Remitly currently holds an estimated 3% market share in remittances, with potential to grow to 5%, 10%, and eventually 20% in the long term [10] - The company has a market cap of $4.6 billion and trailing revenue of $1.4 billion, indicating significant growth potential if it continues to capture market share [11]

Core Viewpoint - Tuniu Corporation, a leading online leisure travel company in China, is set to release its unaudited financial results for Q1 2025 on June 12, 2025, before market opening [1]. Group 1: Financial Results Announcement - Tuniu plans to announce its unaudited financial results for the first quarter ended March 31, 2025, before the market opens on June 12, 2025 [1]. - An earnings conference call will be held at 8:00 am U.S. Eastern Time on June 12, 2025 [1]. Group 2: Conference Call Details - Listeners can access the earnings conference call through various dial-in numbers provided for the U.S., Hong Kong, Mainland China, and international callers [2]. - A telephone replay of the conference call will be available one hour after the call ends, lasting until June 19, 2025 [2]. - A live and archived webcast of the conference call will be accessible on Tuniu's investor relations website [2]. Group 3: Company Overview - Tuniu Corporation is recognized as a leading online leisure travel company in China, offering a wide range of integrated travel services, including packaged tours and travel-related services [3]. - The company provides one-stop leisure travel solutions through its online platform and offline service network, which includes a dedicated customer service team and extensive retail store networks [3].

Group 1 - Airbnb announced plans for a significant expansion of its business model's value proposition, including a redesign of its Guest & Host app set for Summer 2025 [1] - The redesign will introduce three key features aimed at enhancing user experience [1]

Core Insights - Booking Holdings Inc. (BKNG) experienced a significant Power Inflow, indicating potential upward movement in its stock price [2][3] - The Power Inflow occurred at a price of $5296.03, suggesting a bullish signal for traders [3][7] - Following the Power Inflow, the stock reached a high price of $5351.80 and closed at $5341.91, resulting in returns of 1.1% and 0.87% respectively [7] Order Flow Analytics - Order flow analytics involves analyzing the volume rate of buy and sell orders to gain insights into market conditions [4] - This analysis helps traders identify trading opportunities and make informed decisions based on institutional activity [6] - The Power Inflow is interpreted as a bullish signal by active traders, indicating a possible uptrend [4][5] Market Behavior - The Power Inflow typically occurs within the first two hours of market open, influencing the stock's overall direction for the day [5] - Traders monitor for sustained momentum in the stock price following the Power Inflow to capitalize on expected upward movement [3][5] - Incorporating order flow analytics into trading strategies can enhance trading performance and decision-making [6]

Group 1: Investment Opportunities - A $3,000 investing budget can be a good starting point for building a portfolio, as some investors have successfully built considerable portfolios with less [1] - The demand for AI-driven technologies is increasing, presenting significant potential for gains in AI-related stocks [2] Group 2: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is central to the AI industry, serving major clients like Nvidia, Apple, and Qualcomm, and holds a 67% market share in its industry [4][5] - The company plans to invest between $38 billion and $42 billion in capital expenditures this year, with total investment in U.S. factories reaching $165 billion [5] - TSMC reported $26 billion in revenue for Q1 2025, a 42% increase year-over-year, and net income of $12 billion, up 47% year-over-year, while maintaining a P/E ratio of 25 [6] Group 3: Airbnb - Airbnb utilizes AI for various operational tasks, enhancing its brand identity and customer engagement, which contributed to booking 143 million nights and experiences, an 8% increase year-over-year [8][9] - Despite a sluggish economy and increased competition, Airbnb's Q1 revenue was $2.3 billion, an 8% increase, but net income fell to $154 million from $264 million a year ago [10] - The stock trades at a P/E of 35, significantly lower than the previous year's P/E of just under 50, indicating a potential bargain for investors [11] Group 4: Alphabet Inc. - Alphabet, the parent company of Google, is an AI pioneer and generated $90 billion in revenue in Q1 2025, a 12% increase from the same quarter in 2024, with net income rising 46% to almost $35 billion [12][13] - The company's advertising revenue constituted 74% of total revenue, but its cloud services and autonomous vehicle segment, valued at $45 billion, are growing [12][13] - Despite strong financial performance, Alphabet's stock has seen a slight decline, resulting in a P/E ratio of 19, making it an attractive investment opportunity in the AI sector [14]