In the most recent trading session, Trip.com (TCOM) closed at $60.54, indicating a -1.5% shift from the previous trading day.
Trip.com (TCOM) is fundamentally strong, with robust growth, high profitability, and an attractive valuation, making it a soft buy despite sector concerns. TCOM benefits from China's domestic tourism boom, high household savings, and potential for international expansion, especially in the Asia Pacific region. High customer satisfaction scores differentiate TCOM from competitors like Agoda and Expedia, supporting future market share gains.
Trip.com Group reported strong Q1 growth. Tailwinds in Chinese inbound travel and a recovery in outbound travel greatly aided results, on top of Trip's great market share performance. Profitability declined due to a surge in marketing expenses, offsetting slight gains from operating leverage. The macroeconomic environment has weakened, but Trip is still related to resilient travel demand in earnings call remarks. Some caution is still warranted.
Trip.com Group Limited (NASDAQ:TCOM ) Q1 2025 Earnings Conference Call May 19, 2025 8:00 PM ET Company Participants Michelle Qi - Senior IR Director James Liang - Co-Founder & Executive Chairman Jane Sun - CEO & Director Cindy Wang - CFO & EVP Conference Call Participants Thomas Chong - Jefferies Yang Liu - Morgan Stanley Simon Cheung - Goldman Sachs Brian Gong - Citi Alex Yao - JPMorgan Ellie Jiang - Macquarie Joyce Ju - Bank of America Wei Xiong - UBS Parash Jain - HSBC Wei Fang - Mizuho Securities John Choi - Daiwa Jiong Shao - Barclays Operator Good day, and thank you for standing by. Welcome to the Trip.com Group First Quarter 2025 Earnings Conference Call.
Trip.com (TCOM) came out with quarterly earnings of $0.82 per share, missing the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.83 per share a year ago.
TCOM's first-quarter 2025 results are likely to be aided by robust hotel bookings and higher traffic.
Trip.com (TCOM) closed at $61.22 in the latest trading session, marking a +1.21% move from the prior day.
Trip.com (TCOM) closed the most recent trading day at $59.03, moving -0.51% from the previous trading session.
Trip.com (TCOM) concluded the recent trading session at $57.62, signifying a -1% move from its prior day's close.
Trip.com's stock price decline is unjustified; despite rising operating expenses, the company shows improved operating and net margins, driven by strong revenue growth. The travel and tourism market in China, Trip.com's key market, is experiencing high growth, providing significant revenue potential compared to competitors focused on slower-growing regions. Trip.com's competitive advantage lies in its comprehensive service offerings, including extensive booking services, which provide added value to customers and differentiate it from competitors.
Trip.com (TCOM) closed at $63.58 in the latest trading session, marking a +0.65% move from the prior day.
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