TRIP.COM.GROUP SP.ADR 1 discussion
TCOM I see TCOM is gonna do well.
TCOM TTM eps yoy growth 0.32 to2.14Overall: Strong Q4 2023, promising growth ahead
Risk:Douyin
TCOM Q4 2023 Update: Brief
• Gross Bookings: RMB 1.1 trillion (USD $160 billion).
• Revenue Growth: +122% vs. 2022, +25% vs. 2019.
• Domestic Hotel Bookings: +130% vs. 2022, +60% vs. 2019.
• Adjusted EBITDA Margin: 31%, 10-year high.
• Tourism Demand: Steady in winter; domestic flight passengers +2% vs. 2019.
• Elderly Market: Users over 50 grew >90% vs. 2019.
• Outbound Recovery: Expected improvement in 2024.
• Visa Policies: Boosted stocks since year start.
• Inbound Potential: Sees growth despite challenges.
• Trip.com (OTA): Aims for 15-20% of revenue in 3-5 years.
• Profitability: Sales/marketing expenses down 15% vs. last quarter.
Overall: Strong Q4 2023, promising growth ahead, with potential challenges from competitors like Douyin.
TCOM new year holiday trip surge 900%TCOM Trip.com Q4 2023 Earnings PreviewFeb. 20, 2024 5:35 PM ETTrip.com Group Limited (TCOM) StockBy: Tiyashi Datta, SA News Editor
Trip.com (NASDAQ:TCOM) is scheduled to announce Q4 earnings results on Wednesday, February 21st, after market close.
The consensus EPS Estimate is $0.32 and the consensus Revenue Estimate is 1.42B (+94.5% Y/Y).
Over the last 2 years, TCOM has beaten EPS estimates 75% of the time and has beaten revenue estimates 100% of the time.
Over the last 3 months, EPS estimates have seen 9 upward revisions and 2 downward. Revenue estimates have seen 2 upward revisions and 10 downward.