Morgan Stanley·2026-09-16CompanyOverweight$52Trip.com Group Ltd (TCOM.US) 2Q26 results: Solid margin outlook against muted nearterm revenue momentum
Morgan Stanley·2026-08-09CompanyOverweight$57Trip.com Group Ltd (TCOM.US): New Hotel Commission System Released
Goldman Sachs·2026-07-28CompanyBuy$71 → $70▼Trip.com Group (TCOM.US): Mgmt call takeaways: 1-2 qtrs to fully reflect business model transition; expects no impact on hotel take rate; Buy
Goldman Sachs·2026-10-09SectorChina Travel & Leisure: Golden Week wrap-up: Muted domestic but solid outbound travel demand. Higher airfare drove more traffic to nearby HK Macau and other short-haul destinations
Goldman Sachs·2026-08-10SectorCHINA HOTEL OTA: 2Q26 results preview: Atour to beat on retail sales. Focus on 3Q26 guidance on RevPar, unit growth and TCOM’s take rates