New Street: TCOM 4Q22 Preview - Domestic Demand May be Better Than Feared
What’s New: Domestic travel activities continue to recover better than expected on a week-by-week basis since central government announced ease of covid restrictions in Dec. We see a pickup in demand in stages from first batch of people who recovered from covid. In this note, we highlight the latest updates to the business including near-term demand environment.Analysts:
Jin Yoon
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.