David Wong 2.2 2 ideas
Senior Investment Strategist, AllianceBernstein
After 1 day
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2/15 min ideas
After 1 week
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After 1 month
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By sector
ETF
1 ideas
-13.2%
Stock
1 ideas
-11.0%
Top tickers (by frequency)
H
1 ideas
0% W
-11.0%
JETS
1 ideas
0% W
-13.2%
Best and worst calls
Best calls
H LONG
-11.0%
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we ...
Feb 24
JETS LONG
-13.2%
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we ...
Feb 24
Worst calls
JETS LONG
-13.2%
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we ...
Feb 24
H LONG
-11.0%
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we ...
Feb 24
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we are seeing a gradual recovery [in Chinese travel]." While the US worries about AI job losses, the Chinese consumer is engaging in "experience" spending post-reopening. Visa-free access policies are accelerating this trend. LONG Travel and Hospitality, specifically those with exposure to Chinese outbound tourism. A global economic slowdown or renewed geopolitical tensions could curb discretionary travel spending.
Senior Investment...