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News

7.0

10:42 AMNewsfilter

Trip.com Group Faces SAMR Investigation Under Anti-Monopoly Law, Operations Normal

7.0

09:57 AMPRnewswire

Trip.com Group Under Investigation by SAMR for Anti-Monopoly Law Compliance

4.5

01:34 AMaastocks

HSI Rises 123 Points at Opening; Pharmaceutical Stocks Surge; HAIDILAO Jumps Over 5%

5.0

01-13aastocks

TRIP.COM-S Clarifies Dismissal SMS Were Sent in Error; No Intent for Widespread Layoffs

6.5

01-13aastocks

BofAS: AI Continues to Be the Key Growth Driver for China's Internet; TENCENT is the Top Sector Choice

Money Flow

Over the past 66 trading days, overall net money flow is 302.74M, with retail investors contributing 14.26M and major investors adding 289.50M.

Net Buy $ Volume

Net Sell $ Volume

CMBI

Buy

maintain

$76 -> $83

2025-11-19

Reason

The analyst rating for TRIP.COM-S (09961.HK) was maintained as a "Buy" and the target price was raised from USD 76 to USD 83 due to several positive factors. The company reported a year-over-year revenue increase of 15.5% in its 3Q25 total revenue, which was 1% higher than both the broker's and market expectations. Additionally, TRIP.COM-S achieved a non-GAAP operating profit of RMB 6.1 billion, exceeding CMBI's expectations by 5%. The significant one-off gain from the sale of MakeMyTrip shares also contributed to a non-GAAP net profit of RMB 19.2 billion, which was substantially above the market expectation of RMB 5.6 billion. These results indicate strong operating leverage and overall better-than-expected financial performance, justifying the positive rating and increased target price.

CMBI

Buy

Price Target

$76 -> $83

2025-11-19

maintain

The analyst rating for TRIP.COM-S (09961.HK) was maintained as a "Buy" and the target price was raised from USD 76 to USD 83 due to several positive factors. The company reported a year-over-year revenue increase of 15.5% in its 3Q25 total revenue, which was 1% higher than both the broker's and market expectations. Additionally, TRIP.COM-S achieved a non-GAAP operating profit of RMB 6.1 billion, exceeding CMBI's expectations by 5%. The significant one-off gain from the sale of MakeMyTrip shares also contributed to a non-GAAP net profit of RMB 19.2 billion, which was substantially above the market expectation of RMB 5.6 billion. These results indicate strong operating leverage and overall better-than-expected financial performance, justifying the positive rating and increased target price.

BOCI

Buy

upgrade

$630 -> $638

2025-11-19

Reason

The analyst rating for TRIP.COM-S (09961.HK) is based on the company's strong 3Q25 financial performance, which exceeded market expectations with a 16% increase in revenue and a 12% growth in non-GAAP operating profit year-over-year. This growth reflects significant progress in traffic acquisition in both domestic and international markets. Despite potential impacts from recent tensions between China and Japan on outbound business, the overall effect on TRIP.COM-S' revenue is considered relatively limited, as evidenced by the experience of reduced Chinese tourism to Thailand. Consequently, BOCI has reiterated a Buy rating and raised the target price from HKD630 to HKD638.

BOCI

Buy

Price Target

$630 -> $638

2025-11-19

upgrade

The analyst rating for TRIP.COM-S (09961.HK) is based on the company's strong 3Q25 financial performance, which exceeded market expectations with a 16% increase in revenue and a 12% growth in non-GAAP operating profit year-over-year. This growth reflects significant progress in traffic acquisition in both domestic and international markets. Despite potential impacts from recent tensions between China and Japan on outbound business, the overall effect on TRIP.COM-S' revenue is considered relatively limited, as evidenced by the experience of reduced Chinese tourism to Thailand. Consequently, BOCI has reiterated a Buy rating and raised the target price from HKD630 to HKD638.

CLSA

upgrade

$75 -> $82

2025-11-19

Reason

The analyst rating for TRIP.COM-S (09961.HK) has been maintained as "Outperform" due to several positive factors highlighted in the CLSA research report. The company's 3Q25 results exceeded expectations, with total revenue and adjusted EBIT increasing by 15.5% and 11.7% year-over-year, respectively. Additionally, significant growth in outbound and international travel businesses—over 20% and 60% year-over-year—was noted, driven by increased popularity of long-distance travel during peak seasons. Furthermore, CLSA raised its 2025 full-year adjusted earnings forecast by 80% to account for strong performance in 4Q25 and the proceeds from the sale of MakeMyTrip shares. Consequently, the target price for TRIP.COM-S was increased from USD 75 to USD 82.

CLSA

Price Target

$75 -> $82

2025-11-19

upgrade

The analyst rating for TRIP.COM-S (09961.HK) has been maintained as "Outperform" due to several positive factors highlighted in the CLSA research report. The company's 3Q25 results exceeded expectations, with total revenue and adjusted EBIT increasing by 15.5% and 11.7% year-over-year, respectively. Additionally, significant growth in outbound and international travel businesses—over 20% and 60% year-over-year—was noted, driven by increased popularity of long-distance travel during peak seasons. Furthermore, CLSA raised its 2025 full-year adjusted earnings forecast by 80% to account for strong performance in 4Q25 and the proceeds from the sale of MakeMyTrip shares. Consequently, the target price for TRIP.COM-S was increased from USD 75 to USD 82.

UOB Kay Hian

Buy

maintain

$725 -> $727

2025-11-19

Reason

The analyst rating for TRIP.COM-S (09961.HK) was maintained at "Buy" due to the company's 3Q25 results beating expectations, with a revenue increase of 15.5% year-over-year to RMB18.4 billion, aligning with market consensus. Additionally, the forecast for 4Q25 revenue growth of 15-20% YoY to RMB16.7 billion also met market expectations. As a result, the broker raised its target price from $725 to $727.

UOB Kay Hian

Buy

Price Target

$725 -> $727

2025-11-19

maintain

The analyst rating for TRIP.COM-S (09961.HK) was maintained at "Buy" due to the company's 3Q25 results beating expectations, with a revenue increase of 15.5% year-over-year to RMB18.4 billion, aligning with market consensus. Additionally, the forecast for 4Q25 revenue growth of 15-20% YoY to RMB16.7 billion also met market expectations. As a result, the broker raised its target price from $725 to $727.

Valuation Metrics

Forward PE

N/A

5Y Average PE

20.16

Current PE

17.18

Overvalued PE

142.73

Undervalued PE

-102.42

Forward EV/EBITDA

N/A

5Y Average EV/EBITDA

27.79

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

58.54

Undervalued EV/EBITDA

-2.97

Forward PS

N/A

5Y Average PS

4.62

Current PS

0.00

Overvalued PS

5.61

Undervalued PS

3.63

Financials

Al Analysis

Annual

Quarterly

Trading Trends

Daily

Monthly

No data

Short Selling

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