$TRIP.COM-S(09961)$ I just rev-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$TRIP.COM-S(09961)$ I just reviewed Ctrip's minutes and 24Q2 financial report. Here are some of the current interpretations (I will review it on Friday in conjunction with new content):

1. The GMV contributed by Chinese consumers has not increased (needs to be confirmed). Is it a hidden increase in tk? (Tongcheng increased tk, GMVyoy4%)

2. Inbound tourism contributes greatly to trip.com, and trip.com's revenue exceeds expectations; the scale of the inbound tourism market may be larger than expected (management: trillions), Ctrip's 24H1 inbound tourism orders yoy 200%, 24Q2 inbound tourism accounted for 25% of trip.com (trip accounted for 10% of total revenue);

It is true that China's cultural output attracts more foreigners to travel. I believe that China's beautiful scenery and culture will attract more and more tourists. I used to think that the scale of inbound tourism is actually very large. Now it seems that trip still has a lot of room for penetration (currently the Asia-Pacific region accounts for more than 70% of trip.com's revenue)

3. The growth rate after the base normalization is worth paying attention to

4. The growth rate of transportation ticketing is very low, only in the low single digits, pay attention to the reasons

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":342970677366880,"tweetId":"342970677366880","gmtCreate":1724754730225,"gmtModify":1724766713867,"author":{"id":9000000000000432,"idStr":"9000000000000432","authorId":9000000000000432,"authorIdStr":"9000000000000432","name":"PagRobinson","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"09961\" class=\"teditor-mention\" data-mention-name=\"TRIP.COM-S\" href=\"https://ttm.financial/S/09961\">$TRIP.COM-S(09961)$</a> <v-v data-views=\"1\"></v-v> I just reviewed Ctrip's minutes and 24Q2 financial report. Here are some of the current interpretations (I will review it on Friday in conjunction with new content):</p><p>1. The GMV contributed by Chinese consumers has not increased (needs to be confirmed). Is it a hidden increase in tk? (Tongcheng increased tk, GMVyoy4%)</p><p>2. Inbound tourism contributes greatly to trip.com, and trip.com's revenue exceeds expectations; the scale of the inbound tourism market may be larger than expected (management: trillions), Ctrip's 24H1 inbound tourism orders yoy 200%, 24Q2 inbound tourism accounted for 25% of trip.com (trip accounted for 10% of total revenue);</p><p>It is true that China's cultural output attracts more foreigners to travel. I believe that China's beautiful scenery and culture will attract more and more tourists. I used to think that the scale of inbound tourism is actually very large. Now it seems that trip still has a lot of room for penetration (currently the Asia-Pacific region accounts for more than 70% of trip.com's revenue)</p><p>3. The growth rate after the base normalization is worth paying attention to</p><p>4. The growth rate of transportation ticketing is very low, only in the low single digits, pay attention to the reasons</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"09961\" class=\"teditor-mention\" data-mention-name=\"TRIP.COM-S\" href=\"https://ttm.financial/S/09961\">$TRIP.COM-S(09961)$</a> <v-v data-views=\"1\"></v-v> I just reviewed Ctrip's minutes and 24Q2 financial report. Here are some of the current interpretations (I will review it on Friday in conjunction with new content):</p><p>1. The GMV contributed by Chinese consumers has not increased (needs to be confirmed). Is it a hidden increase in tk? (Tongcheng increased tk, GMVyoy4%)</p><p>2. Inbound tourism contributes greatly to trip.com, and trip.com's revenue exceeds expectations; the scale of the inbound tourism market may be larger than expected (management: trillions), Ctrip's 24H1 inbound tourism orders yoy 200%, 24Q2 inbound tourism accounted for 25% of trip.com (trip accounted for 10% of total revenue);</p><p>It is true that China's cultural output attracts more foreigners to travel. I believe that China's beautiful scenery and culture will attract more and more tourists. I used to think that the scale of inbound tourism is actually very large. Now it seems that trip still has a lot of room for penetration (currently the Asia-Pacific region accounts for more than 70% of trip.com's revenue)</p><p>3. The growth rate after the base normalization is worth paying attention to</p><p>4. The growth rate of transportation ticketing is very low, only in the low single digits, pay attention to the reasons</p></body></html>","text":"$TRIP.COM-S(09961)$ I just reviewed Ctrip's minutes and 24Q2 financial report. Here are some of the current interpretations (I will review it on Friday in conjunction with new content): 1. The GMV contributed by Chinese consumers has not increased (needs to be confirmed). Is it a hidden increase in tk? (Tongcheng increased tk, GMVyoy4%) 2. Inbound tourism contributes greatly to trip.com, and trip.com's revenue exceeds expectations; the scale of the inbound tourism market may be larger than expected (management: trillions), Ctrip's 24H1 inbound tourism orders yoy 200%, 24Q2 inbound tourism accounted for 25% of trip.com (trip accounted for 10% of total revenue); It is true that China's cultural output attracts more foreigners to travel. I believe that China's beautiful scenery and culture will attract more and more tourists. I used to think that the scale of inbound tourism is actually very large. Now it seems that trip still has a lot of room for penetration (currently the Asia-Pacific region accounts for more than 70% of trip.com's revenue) 3. The growth rate after the base normalization is worth paying attention to 4. The growth rate of transportation ticketing is very low, only in the low single digits, pay attention to the reasons","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/342970677366880","repostId":0,"isVote":1,"tweetType":1,"viewCount":134,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09961","TCOM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1054,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/342970677366880"}