Latest ideas and analyses related to travel recovery

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MTCH , BMBL

+31 pts



JP Morgan positive on online dating sector, 'super like' $MTCH and like $BMBL

By rIsILAwr on Oct. 20, 2021, 6:17 p.m.
Tagged topics: travel recovery , improving outlook , JP Morgan , online dating

Views: 5, Votes: 1, Responses: 0, Attachments: 2
TCOM

+34 pts



Two Post-Results Update On Trip.com

By BrianTham on Sept. 28, 2021, 5:38 a.m.
Tagged topics: China , travel recovery , domestic travel

Views: 22, Votes: 3, Responses: 0, Attachments: 4
US Macro

+36 pts



Goldman estimates lifting of #travelrestrictions will restore 10-15% of pre-pandemic spending, generated 100k jobs

By ethonomics on Sept. 24, 2021, 10:26 a.m.
Tagged topics: travel recovery , Goldman Sachs , job creation

Views: 86, Votes: 3, Responses: 0, Attachments: 2
MTCH , IAC

+32 pts



Jefferies key takeaways from expert calls on $MTCH and $IAC

By junkfoodlover on Sept. 20, 2021, 2:45 p.m.
Tagged topics: dating apps , travel recovery , Jefferies , expert panel

Views: 26, Votes: 2, Responses: 0, Attachments: 2
ABNB

+35 pts



$ABNB - Jefferies data indicate that vaccinations continue to unlock pent-up demand for alternative accommodations

By rIsILAwr on Sept. 2, 2021, 12:01 a.m.
Tagged topics: analyst checks , travel recovery , domestic travel , Jefferies

Views: 125, Votes: 2, Responses: 0, Attachments: 2
ABNB

+1 pts





By i_sarut on Aug. 15, 2021, 12:57 a.m.
Tagged topics: earnings results , travel recovery , Delta variant , cautiously optimistic

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ABNB

+38 pts



$ABNB - analysts cautiously optimistic as world adapts to traveling with COVID, believe Q3 guide is conservative

By realjoe on Aug. 13, 2021, 1:09 p.m.
Tagged topics: earnings results , travel recovery , Delta variant , cautiously optimistic

Views: 112, Votes: 3, Responses: 1, Attachments: 18
LYFT

+31 pts



$LYFT - analysts encouraged by demand recovery but driver supply challenges persist near-term

By labjordan on Aug. 4, 2021, 5:12 p.m.
Tagged topics: earnings results , ride share , travel recovery , supply constrained

Views: 103, Votes: 1, Responses: 0, Attachments: 18
ABNB , EXPE , BKNG , TRIP

+31 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: 105, Votes: 1, Responses: 0, Attachments: 2
UBER , LYFT

+37 pts



Jefferies says $UBER is looking more attractive into 2H given rides are recovering and delivery holding up

By realjoe on Aug. 2, 2021, 4:06 p.m.
Tagged topics: ride share , travel recovery , food delivery , Jefferies , driver shortages

Views: 35, Votes: 4, Responses: 0, Attachments: 2