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ABNB , BKNG , EXPE , TRIP

+40 pts



With vaccination in W Europe now above US, travel names with cross-border & Europe exposure may outperform US/domestic-focused names

By realjoe on Nov. 2, 2021, 3:34 p.m.
Tagged topics: travel recovery , Cross-border comeback , Delta variant

Views: 155, Votes: 7, Responses: 0, Attachments: 1
ABNB , EXPE , BKNG , TRIP

+33 pts



Jefferies expects $ABNB and $EXPE benefited most from Q2 domestic travel recovery

By realjoe on Aug. 4, 2021, 3:10 p.m.
Tagged topics: analyst checks , earnings preview , travel recovery , Jefferies

Views: 118, Votes: 2, Responses: 0, Attachments: 2
ABNB , BKNG , EXPE , TRIP

+33 pts



$ABNB, $BKNG, $EXPE - Jefferies data indicates improving travel recovery trends across the US, and sees EU trailing US by 2 months

By realjoe on June 14, 2021, 1:04 p.m.
Tagged topics: analyst checks , travel recovery , big data , Jefferies

Views: 175, Votes: 2, Responses: 0, Attachments: 24
ABNB , BKNG , EXPE , TRIP

+35 pts



$ABNB - Stifel sees potential downside in Q4 vs expectations given the worsening of travel conditions since Airbnb's Dec IPO

By realjoe on Feb. 1, 2021, 10:18 p.m.
Tagged topics: street expectations , earnings preview , Stifel , travel restrictions

Views: 107, Votes: 1, Responses: 0, Attachments: 21