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Best Momentum Stock to Buy for September 5th
ZACKS· 2025-09-05 15:01
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 5th:Trip.com Group Limited (TCOM) : This one-stop travel service company, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.5% over the last 60 days.Trip.com's shares gained 17.8% over the last three month compared with the S&P 500’s gain of 9.4%. The company possesses a Momentum Score of A.Imperial Oil (IMO) : This company w ...
China Opens Doors to Russian Tourists as People-centric Exchange Deepens丨CBN Perspective
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-05 13:44
(原标题:China Opens Doors to Russian Tourists as People-centric Exchange Deepens丨CBN Perspective) Moscow to China flight searches almost doubled within half an hour after the visa waiver was announced, soaring by as much as four times at one point, according to travel agency Qunar. Russia was among China's top three sources of international tourists this summer, with such visitor numbers expected to soar once the new policy kicks in. "China's main sources of inbound tourism are Japan and South Korea, but the n ...
Trip.com: Focus On Efficient, Regional Growth Supports Long-Term Investment Case
Seeking Alpha· 2025-09-01 15:45
When I last reported on Trip.com (NASDAQ: TCOM ), I was quite optimistic about the company's prospects, even while being concerned about travel and tourism overall. Turns out, TCOM is outpacing even my upbeat projections, with share prices climbing rapidly after theMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in tur ...
携程集团_营收韧性强,利润率走势好于预期
2025-08-31 16:21
V i e w p o i n t | 28 Aug 2025 11:14:59 ET │ 14 pages Trip.com Group Ltd (TCOM.O) Resilient Revs with Better-than-Expected Margin Trajectory CITI'S TAKE TCOM's 2Q25 results were better-than-expected thanks to decent revs and solid earnings. Revs beat was likely due to continuous momentum on Trip.com and strong other revs growth driven by ads. Into 2H25E, we expect domestic revs growth likely to remain resilient with decent hotel room nights growth despite soft transportation ticketing, outbound could slow ...
途牛:2025暑期客源地、目的地下沉趋势显著
Xin Hua Cai Jing· 2025-08-29 10:38
从客源地分布情况来看,一线及新一线城市用户构成了暑期出游的主力阵容,出游人次占比接近56%。 客源地下沉趋势进一步凸显,二线及以下城市用户出游需求加速释放。报告显示,今年暑期,途牛二线 及以下城市用户出游人次同比增长近15%。其中,遵义、乐山、贵阳、石家庄、昆明、西宁、济宁、秦 皇岛、金华、长春等客源地用户出游人次同比增幅更为显著。 从旅游目的地看,传统热门目的地挖掘更多小众玩法、新兴小众目的地快速崛起,成为今年暑期旅游市 场的显著特征。暑期境内游热门目的地中,北京、上海、三亚、南京、成都、杭州、广州、重庆、贵 阳、西安等传统热门目的地出游热度排名靠前。二线及以下目的地的用户到访人次同比去年暑期增长 24%。其中,防城港、雅安等目的地增速排名靠前,成为游客追捧的新兴旅游打卡地。更多游客在传统 热门目的地的游览过程中,不再满足于常规的游玩路线,而是更倾向于在旅途中探寻小众玩法。 出境游方面,海岛游、免签游、深度连线游等受追捧。印度尼西亚、澳大利亚、马来西亚、法国等传统 热门目的地,以及比利时、卢森堡、荷兰、格鲁吉亚、亚美尼亚、阿塞拜疆等目的地出游人次同比增长 明显。 (文章来源:新华财经) 新华财经南京8月29 ...
Is Booking Holdings Stock Staring At 40% Downside?
Forbes· 2025-08-22 13:50
Core Insights - Booking Holdings (NASDAQ: BKNG) stock has risen approximately 50% over the past year, attributed to strong revenue growth, AI-driven innovations, and a diversified global presence [2] - The stock currently trades at a high price-to-earnings ratio of 38.5x, raising questions about the sustainability of its valuation based on solid fundamentals versus speculative optimism [2][11] - Recent quarterly results showed a significant 41% decline in net profits year-over-year, highlighting vulnerabilities amid weaker consumer sentiment and geopolitical uncertainties [3] Revenue and Growth - Booking Holdings has experienced an average revenue growth rate of about 20% over the last three years, significantly outpacing the S&P 500's 5% growth [11] - The company is investing heavily in AI technologies, with initiatives like the AI Trip Planner and Priceline's "Penny" assistant aimed at enhancing customer experiences and operational efficiency [4][5] - Anticipated savings from AI investments are projected at $150 million for the current year, potentially increasing to $450 million by 2027 [5] Market Position and Valuation - Booking operates a capital-efficient marketplace with EBITDA margins in the mid-30s, allowing for effective conversion of growth into free cash flow [6] - The stock commands a premium valuation, trading at approximately 25x forward earnings compared to 14x for Expedia [6] - Despite its strong revenue growth, the high valuation multiples suggest limited upside potential in the near to mid-term [12] Risks and Challenges - The reliance on AI for enhancing customer experience presents technical challenges, including the need for real-time integration of various data points [7] - Consumer confidence in AI-driven booking processes may be a hurdle, as travelers could be hesitant to rely on algorithms for complex travel arrangements [8] - Economic downturns, geopolitical issues, and currency fluctuations pose risks that could adversely affect travel demand, impacting the company's valuation [8] Historical Performance - BKNG stock has shown vulnerability during economic downturns, experiencing declines sharper than the S&P 500 index [10] - The stock has a history of significant recoveries, regaining pre-crisis highs after substantial declines during past economic events [13]
Expedia Has 40%+ Upside Potential Over The Next 12 Months
Seeking Alpha· 2025-08-21 13:00
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Booking Holdings Settles Texas Lawsuit Alleging It Obscured Mandatory Fees
PYMNTS.com· 2025-08-19 19:58
Core Points - Texas Attorney General Ken Paxton secured a $9.5 million settlement with Booking Holdings to resolve allegations of deceptive "junk fee" practices [1][2] - The lawsuit claimed that Booking Holdings misrepresented room rates and obscured mandatory fees at checkout [2][6] - The settlement mandates Booking Holdings to disclose any additional fees upfront [3] Company Response - A spokesperson for Booking Holdings stated that the settlement does not imply any admission of wrongdoing and allows the company to avoid prolonged litigation [3][4] - The company emphasized its commitment to transparency and supporting a clear national standard for displaying total prices [5] Regulatory Context - The Federal Trade Commission (FTC) approved a Junk Fees Rule aimed at ensuring consumers are not surprised by additional fees when booking hotels or tickets [5] - The rule requires businesses to be upfront about prices but does not limit the types or amounts of fees [6]
Expedia earnings beat driven by B2B and international bookings strength
Proactiveinvestors NA· 2025-08-08 16:17
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive focuses on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
Expedia Sees Fast-Growing Traffic From Chatbots
PYMNTS.com· 2025-08-07 23:57
Core Insights - Expedia is rapidly integrating artificial intelligence (AI) across its operations, enhancing personalized travel recommendations, customer service, and operational efficiency [2][3][5] - The company reported a significant increase in gross bookings in its B2B segment, with a 17% rise to $8.8 billion, driven by growth in Asia and Europe [6][11] - Despite mixed performance in the U.S. market, Expedia's international revenue grew by 13%, indicating strong momentum in regions like Japan, Brazil, and Northern Europe [6][9] AI Integration - CEO Ariane Gorin emphasized that AI is utilized in every function of the company, with all employees having AI-related goals [3][4] - AI-powered customer service has led to record high net promoter scores and cost reductions [3] - The company is exploring agentic AI to automate inventory management and improve customer issue resolution [4][5] Financial Performance - For Q2, Expedia reported a net income of $330 million, or $2.48 per share, down from $386 million, or $2.80 per share, year-over-year [10] - Revenue increased to $3.79 billion from $3.56 billion a year ago, surpassing analyst expectations [10][11] - Adjusted EBITDA rose 16% to $908 million, reflecting improved operational performance [10] Market Trends - The company noted a cautious approach to discretionary spending among lower-end consumers, while higher-end consumers remain resilient [7] - There was a noted weakness in foreign travel to the U.S., shorter booking windows, and higher cancellation rates [7][9] - Expedia's flagship brands, including Hotels.com and Vrbo, are seeing improvements and new feature introductions post-platform migrations [8][9] Future Outlook - Expedia raised its revenue growth outlook for the year to 3% to 5%, up from a previous estimate of 2% to 4% [11] - The company plans to roll out additional B2B APIs to enhance travel booking capabilities for businesses [5][11] - Traffic from generative AI searches is small but growing rapidly, converting into bookings at higher rates than other traffic sources [5]