TCOM Trip.com Group Limited American Depositary Shares Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
04:33
Jul 27
Jul 27
Bloomberg Markets
Regulatory cloud over Trip.com lifted.
The antitrust fine and resolution of the regulatory probe remove a major overhang on Trip.com, which had been a cloud of uncertainty over the stock, likely allowing it to recover.
02:47
Feb 11
Feb 11
Monetary Matters
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
05:36
Jan 16
Jan 16
Bloomberg Markets
Trip.com faces antitrust margin risk.
Chinese regulators are investigating Trip.com over exclusive merchant contracts and high commissions. While its narrow moat may remain intact, the probe could open travel-platform competition from larger internet conglomerates like Alibaba and Tencent and lead to long-term margin pressure, so the valuation faces more risk.
About TCOM Investor Commentary
Across the available history and selected sources, Buzzberg tracks TCOM (Trip.com Group Limited American Depositary Shares) across 13 sources: 5 bullish vs 0 bearish calls from 15 authors. Historical directional balance: 29% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 17 total trade ideas tracked. Latest voices: David Ingles, Milton Berg, Kai Wang.