TCOM 2019 Q4決算 - 悪材料出し尽くし？

TCOM 2019 Q4決算出ました こちらへ

増収増益

Income from operations for the fourth quarter of 2019 was RMB580 million (US$84 million), compared to the loss of RMB189 million in the same period in 2018. Excluding share-based compensation charges, non-GAAP income from operations increased by 294% year-over-year to RMB1.0 billion (US$148 million) in the fourth quarter of 2019.

Net income attributable to Trip.com Group's shareholders reached RMB2.0 billion (US$289 million) in the fourth quarter of 2019, resulting in 2019 full year net income of RMB7.0 billion (US$1.0 billion), compared to net loss of RMB1.2 billion in same period in 2018 and net income of RMB1.1 billion for full year 2018. Excluding share-based compensation charges and fair value changes of equity securities investments, non-GAAP net income attributable to Trip.com Group's shareholders increased by 132% year-over-year to RMB1.2 billion (US$171 million) in the fourth quarter of 2019 and by 19% year-over-year to RMB6.5 billion (US$937 million) for full year 2019.

For the full year ended December 31, 2019, net revenue was RMB35.7 billion (US$5.1 billion), representing a 15% increase from 2018.

コロナウィルスの影響、2020 Q1はだいぶ落ち込む

For the first quarter of 2020, the Company expects net revenue to decrease by approximately 45% to 50% year-over-year.

現在の株価は2014年水準

世界的にダメなので、仕方ないが

ちょっとだけでもコロナの収束の兆候があれば、トラベルマーケットが一気に回復する気がしなくはない

信じよう（今すごい損しているけどね