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Express News | Enhancing inbound tourism, Ctrip has launched a "Free Half-Day Tour of Peking" project.
Express News | Ctrip introduces a 3-day paid parental leave.
Bernstein Maintains Trip.com(TCOM.US) With Buy Rating, Maintains Target Price $85
Morgan Stanley Downgrades Trip.com(TCOM.US) to Hold Rating, Raises Target Price to $81
U.S. stocks are moving丨Trip.com rose 1% before the market, being Bullish from multiple Institutions.
On January 8, Glonghui reported that Trip.com (TCOM.US) rose 1% before the market opened, reaching $65.65. Daiwa released a Research Report stating that Trip.com’s overseas platform has been steadily increasing its market share since 2024, and it is expected that China's latest visa-free policy will continue to bring inbound tourism opportunities for the company. It is currently predicted that by 2025, Trip.com’s inbound tourism revenue will double, accounting for about 28% of Trip.com’s income and approximately 4% of the group’s overall revenue. It is believed that the development of inbound tourism can become a strong catalyst. In addition, Citigroup published a report on the Internet Plus-Related industry in the Asia-Pacific region, estimating the valuation of China's Internet Sector.
Major Bank Rating丨Morgan Stanley: Chinese Network Technology stocks may face internal and external uncertainties this year, with Tencent as the top pick.
Gelonghui, January 8 | Morgan Stanley published this year's outlook report on Chinese Network Technology stocks, indicating that the Industry may face external (tariffs, sanctions) and internal (policy, competition) uncertainties this year. The bank expects Network Technology companies to expand in AI, overseas Business expansion, and focus on capital returns. According to the segmented market, the Bullish priorities are Social Media/Gaming (Tencent), followed by Online Travel Platforms (OTA), then Local Services, fourth is Gaming (excluding Tencent), fifth is Social Media/Entertainment (excluding Tencent), sixth is Verticals, seventh is E-commerce, and lastly Direct.