Zoe Wang

Global Infrastructure Ratings Director, Fitch Ratings
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
TCOM long -13.0%
JETS long -5.2%
Most Mentioned
JETS ×1
TCOM ×1
Recent Calls
TCOM long 3 months ago
JETS long 3 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -9.1% Long Return -9.1% Short Return -
Average Return
7d +0.3%
30d -10.1%
90d -9.2%
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 13
$29.36
-5.2%
The Lunar New Year holiday is 9 days long (longest ever). There is a shift toward "experience-led travel." While luxury goods consumption is down, spending on services and travel is up. Flight capacity is shifting from Japan (due to geopolitics) to domestic and Southeast Asian routes. Trip.com (referenced as "Trip") is up 17%. LONG. Volume-driven growth in the travel sector despite broader economic headwinds. Geopolitical tensions affecting specific routes (e.g., Japan).
The Lunar New Year holiday is 9 days long (longest ever). There is a shift toward "experience-led travel." While luxury goods consumption is down, spending on services and travel is up. Flight capacity is shifting from Japan (due to geopolitics) to domestic and Southeast Asian routes. Trip.com (referenced as "Trip") is up 17%. LONG. Volume-driven growth in the travel sector despite broader economic headwinds. Geopolitical tensions affecting specific routes (e.g., Japan).
Other
Long
Feb 13
$54.43
-13.0%
The Lunar New Year holiday is 9 days long (longest ever). There is a shift toward "experience-led travel." While luxury goods consumption is down, spending on services and travel is up. Flight capacity is shifting from Japan (due to geopolitics) to domestic and Southeast Asian routes. Trip.com (referenced as "Trip") is up 17%. LONG. Volume-driven growth in the travel sector despite broader economic headwinds. Geopolitical tensions affecting specific routes (e.g., Japan).
The Lunar New Year holiday is 9 days long (longest ever). There is a shift toward "experience-led travel." While luxury goods consumption is down, spending on services and travel is up. Flight capacity is shifting from Japan (due to geopolitics) to domestic and Southeast Asian routes. Trip.com (referenced as "Trip") is up 17%. LONG. Volume-driven growth in the travel sector despite broader economic headwinds. Geopolitical tensions affecting specific routes (e.g., Japan).
Consumer
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