TCOM News and Press, Trip.com Group Limited From 12/23/19

By ALT Perspective Last week, Chinese stocks ( FXI )( CQQQ ) enjoyed a somewhat rare jump together with the rest of the broader market. It wasn't so much that share price appreciations in Chinese stocks were few this year but the number of times that it happened concurrently with the oth...

Asian e-commerce has been a tough nut to crack for Western companies. The Chinese market has significant regulatory limitations, and it can be difficult to cater to local tastes in other markets around Southeast Asia and East Asia. But there is much to be gained since these markets (China in par...

Around the world, air travel is on the rise. The International Air Transport Association now estimates that the number of individuals globally travelling by air will almost double by 2035 – rising to 7.2 billion. Most of that growth will come from the Asia-Pacific region, where increasin...

Only around 8% of Chinese have passports versus 46% of Americans. China's low passport penetration rate along with China's growing middle class mean Chinese travel companies have a  powerful secular tailwind backing them . As one of the leading travel companies in China,  Trip.com Gro...

Just over 4 years ago, I embarked on an experiment to achieve sustained outperformance over the S&P 500 ( SPY )( VOO ) for a duration of approximately 10 years ( Project $1M ). While the project isn’t complete yet, the initial results have been encouraging for me. I have attempted t...

By ALT Perspective Last week, the market sentiment for Chinese stocks ( FXI ) ( CQQQ ) was boosted by favorable PMI readings whether from the official survey or the privately compiled Caixin one. The Caixin China Composite PMI data covering both manufacturing and services indicated a "s...

Trip.com ( TCOM ), like most other Chinese companies, has performed poorly the past few years due to the weakening global economy and geopolitical tension. However, we believe the stock has overreacted to the bad news and that it should outperform over the next few years due to strong growth...