Trip.com Cov txiaj ntsig nyiaj txiag muab kev pom tseem ceeb rau Tuam Tshoj txoj kev rov qhib dua

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau siab dua ib hmos, nrog Tuam Tshoj thiab Hong Kong ua tsis tau zoo. Is Nrias teb tau tawm rau Holi, uas ua kev zoo siab rau lub caij nplooj ntoos hlav tuaj txog raws li Google.

Cov ntaub ntawv luam tawm Lub Ob Hlis tau raug suav tias yog tus neeg ua txhaum raws li kev xa tawm xyoo-rau-hnub (YTD) poob -10.2% piv rau kev cia siab ntawm -5.5%, kev xa tawm qis -6.8% piv rau kev cia siab ntawm -9%, thiab kev lag luam sib npaug ntawm $ 116 billion piv rau kev cia siab. ntawm $82.5 billion. Tsis yog txhua yam phem? Thawj Tswj Hwm Xi tau hais lus hais txog qhov tseem ceeb ntawm Tuam Tshoj txoj kev lag luam ntiag tug. Trip.com's (TCOM US, 9961 HK) zoo dua li qhov xav tau Q4 cov txiaj ntsig nyiaj txiag thiab kev pom zoo ntawm Tuam Tshoj txoj kev rov qhib tsis tau txhim kho kev xav thaum hmo ntuj txawm hais tias qhov kev qhia zoo ntawm Tuam Tshoj txoj kev lag luam hauv 2023. TCOM cov txiaj ntsig tau them rau qhov tob hauv qab no.

Asia duas index poob ib hmos, txawm tias Tuam Tshoj tus renminbi tau poob ntau dua rau 6.94. Peb nyob rau hauv lull thaum lub sij hawm Dual Sessions nrog me ntsis xov xwm tseem ceeb, tseem Mainland Tuam Tshoj txoj kev poob yog xav tsis thoob. Tus Thawj Fwm Tsav Tebchaws Txawv Tebchaws tshiab thiab ex Tuam Tshoj Ambassador Qin Gang thawj lub rooj sib tham xov xwm tau hais lus tseem ceeb txog Asmeskas. Tsim nyog sau cia tias Tuam Tshoj tau xa tawm $ 71 nphom rau Asmeskas thiab tau xa tawm $ 30 nphom ntawm Asmeskas cov khoom tseem ceeb qhia tias cov neeg lag luam zoo li cas nrog ib leeg.

Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent -1.65%, Alibaba HK +1.55%, Meituan -3.5% tom qab rov qab taug qab ntawm kev nkag mus rau Uber zoo li taxicab hailing, lub zog loj CNOOC +3.34%, thiab Tuam Tshoj Txawb -2.73%. Lub Hang Seng Index kaw ntawm 20,534 saum toj 20k qib uas yuav yog qhov tseem ceeb rau saib. Hong Kong luv turnover tau teeb pom kev zoo uas tuaj yeem lees paub qhov thesis peb nyob rau hauv me ntsis ntawm lull ua ntej peb muaj cov cai tshwj xeeb kev lag luam tau teev tseg. Stock Connect flows, ob qho tib si Northbound thiab Southbound, yog me me netflows. Mark Mobius tau lees paub cov lus hais txog kev tsis tuaj yeem tau txais nws cov nyiaj tawm ntawm Tuam Tshoj tau raug daws thiab qhov tseem ceeb tshaj tsis koom nrog kev nqis peev hauv Suav teb tab sis yog ib tus account hauv txhab nyiaj.

Trip.com qhia Q4 cov txiaj ntsig nyiaj txiag tom qab Asmeskas kaw. Lub tuam txhab tsis faus cov ntawv xov xwm hais tias "Kev lag luam hauv tsev hauv Suav teb tseem muaj zog thiab kev lag luam thoob ntiaj teb txuas ntxiv ua kom muaj zog rov qab los. Outbound air-ticket booking thiab tsev so booking tau nce ntau dua 200% thiab 140% xyoo dhau ib xyoo nyob rau hauv lub quarter thib plaub, feem. Zuag qhia tag nrho air-ticket booking ntawm Tuam Tshoj lub ntiaj teb platforms loj hlob los ntawm 80% xyoo dhau los-xyoo nyob rau hauv lub quarter thib plaub. " Kev tswj hwm tau ua haujlwm zoo ua kom cov nuj nqis qis qis thaum lub tuam txhab ntsib lub taub hau ntawm COVID khiav tawm hauv Q4 2022. Qhov tseem ceeb yog lub tuam txhab pom zoo rau yav tom ntej ntawm Tuam Tshoj txoj kev rov qhib dua thiab rov pib dua ntawm Tuam Tshoj txoj kev hlub rau kev mus ncig. Kev mus ncig thoob ntiaj teb tau raug txwv vim tias cov dav hlau khiav ntawm 15% mus rau 20% ntawm lub peev xwm ua ntej-COVID. Txawm li cas los xij, kev cia siab yog tias thaum kawg ntawm Lub Rau Hli, cov dav hlau yuav tsum nyob ntawm 50% muaj peev xwm thiab 80% / 90% thaum kawg ntawm lub xyoo. Txawm hais tias muaj peev xwm tsawg, ntim tau nce 40% ntawm qib ua ntej-COVID. Ua ntej-COVID muaj 150 lab Suav tau mus ncig txawv tebchaws txhua xyoo.

Cov nyiaj tau los tau nce +7% xyoo dhau ib xyoos rau RMB 5.031 billion ($ 730 lab) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 4.861 billion thiab Q4 2022's RMB 4.682 billion.

Kho cov nyiaj tau los ntawm RMB 498 lab ($ 71 lab) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB -152 lab thiab Q4 2022 qhov poob ntawm RMB -834 lab.

Kho EPS ntawm RMB 0.76 ($ 0.11) piv rau cov kws tshuaj ntsuam kev cia siab ntawm qhov poob ntawm RMB -0.25 thiab Q4 2022's RMB 0.48.

Lub Hang Seng thiab Hang Seng Tech poob -0.33% thiab -1.31% feem ntawm ntim +17.08% los ntawm nag hmo uas yog 102% ntawm 1-xyoo nruab nrab. 119 cov khoom lag luam nce siab thaum 374 cov khoom lag luam poob qis. Main Board luv turnover nce +3.43% los ntawm nag hmo uas yog 86% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov kev loj hlob zoo li lub kaus mom loj dua lub kaus mom me me. Lub zog thiab nyiaj txiag tsuas yog qhov zoo tshaj plaws tau txais +3.37% thiab +0.5% thaum kev sib txuas lus poob -1.68%, kev kho mob kaw qis -1.57%, thiab kev siv hluav taws xob xaus -1.39%. Cov khoom lag luam sab saum toj yog lub zog, tsev txhab nyiaj, thiab cov khoom lag luam thaum cov kev pabcuam hauv xov tooj, cov khoom siv hauv tsev, thiab xov xwm yog qhov phem tshaj. Southbound Stock Connect ntim tau lub teeb / nruab nrab raws li cov neeg ua lag luam hauv av tau muag - $ 99 lab ntawm Hong Kong cov khoom lag luam nrog Tencent ib qho me me yuav, Meituan ib nrab muag muag, thiab Kuiashou ib qho muag me me.

Shanghai, Shenzhen, thiab STAR Board poob -1.11%, -2.02%, thiab -1.69% ntawm ntim -1.94% los ntawm nag hmo uas yog 103% ntawm 1-xyoo nruab nrab. 412 cov khoom lag luam nce siab thaum 4,453 cov khoom lag luam poob qis. Tus nqi tseem ceeb "ua tau zoo dua" raws li lawv poob qis dua li kev loj hlob thiab cov kaus mom loj "ua tau zoo dua" cov kaus mom me me. Lub zog tsuas yog qhov zoo tshaj plaws tau txais +0.79%, thaum tech -2.77%, kev sib txuas lus -2.71%, thiab vaj tse -2.36%. Cov khoom lag luam sab saum toj yog cov roj / roj, cov khoom siv hluav taws xob, thiab cov hlau muaj txiaj ntsig thaum cov khoom siv sib txuas lus, xov tooj, thiab khoos phis tawj kho vajtse yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 27 lab ntawm Mainland Tshuag hnub no. CNY poob -0.14% piv rau US duas rau 6.94, Cov Nyiaj Txiag Nyiaj Txiag tau sib sau ua ke, thaum tooj liab poob, thiab hlau tau txais.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 23rd thaum 11 teev sawv ntxov EST rau peb qhov webinar:

Managed Futures - Ib Txoj Kev Ua Raws li Rhiav

Nyem no mus sau npe

Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

• CNY rau USD 6.94 piv rau 6.93 nag hmo
• CNY rau EUR 7.39 piv rau 7.40 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.87% piv rau 2.88% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.07% nag hmo
• Tus Nqi Tooj Kub -0.62% dhau ib hmo
• Steel Nqe +0.54% thaum hmo ntuj