Booking Holdings(BKNG)
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Booking Holdings to Attend the Goldman Sachs Communacopia & Technology Conference
Prnewswire· 2024-08-27 22:00
NORWALK, Conn., Aug. 27, 2024 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) today announced that Chief Financial Officer Ewout Steenbergen will be speaking at Goldman Sachs Communacopia & Technology Conference on September 9, 2024 at 10:50am PT. A live audio cast of the presentation will be available to the public at http://ir.bookingholdings.com. A replay will be available for six months. About Booking Holdings Booking Holdings (NASDAQ: BKNG) is the world's leading provider of online travel and related s ...
Flying Solo: KAYAK and OpenTable Serve Up the Ultimate Guide for Travel and Dining as a Party of One
Prnewswire· 2024-08-20 21:30
September is revealed as one of the most popular months for solo travel & dining 50% of Americans plan to travel alone this year, 52% will dine as a party of one Washington D.C. revealed as the top destination for solo dining and travel in the U.S., with Berlin the top international destination STAMFORD, Conn. and SAN FRANCISCO, Aug. 20, 2024 /PRNewswire/ -- Ahead of September, one of the most popular months for solo travel and dining,1 KAYAK and OpenTable are teaming up to launch a solo travel and dining g ...
Booking Holdings a Buy Amid Strong Results, Good Value and High Growth
Gurufocus· 2024-08-13 21:00
Booking Holdings Inc. (BKNG, Financial) is arguably the world's most extensive online travel company. It has robust momentum from high fundamentals following the pandemic that is expected to continue steadily throughout the next two years. The GF Value chart indicates the stock is moderately undervalued, and based on my risk analysis of the company and its industry, I consider the stock a buy with a 20%-plus 12-month price return possible. Market leadership, subsidiaries, offerings and AI integrations Opera ...
Booking Holdings: Betting On The Leader Of A Secular Trend
Seeking Alpha· 2024-08-10 16:23
文章核心观点 - 在线旅游市场持续增长,Booking Holdings作为行业领导者将从中获益 [4][5][6] - Booking Holdings通过扩大市场份额实现了超越行业的增长 [7] - 年轻一代对旅游的重视程度高于其他年龄段,将成为行业长期增长的驱动力 [9][10][11][12][13] - Booking Holdings展现出了长期稳健的增长态势,即使在疫情期间也保持了良好的表现 [16][17][18] - Booking Holdings的估值合理,未来增长前景良好 [25][26][27][28][29] 行业分析 - 全球旅游市场规模预计将从2023年的8760亿美元增长到2024年的9230亿美元,年复合增长率为4% [5] - 在线旅游市场占比从2017年的60%增长到2023年的68%,预计到2029年将达到75% [6] - 酒店业务占Booking Holdings总营收的比重最大,约为80%-90% [19][20][21][22] 公司分析 - Booking Holdings的总预订额年复合增长率达到10.8%,远高于行业平均水平 [7] - 公司的收入增长率为9%,低于总预订额增长,主要是由于佣金率持续下降 [7] - Booking Holdings正在向全方位旅游服务商转型,不断拓展业务范围 [24] - 公司具有良好的盈利能力,EBIT利润率维持在28%左右 [23] - 公司的估值合理,未来增长前景良好 [25][26][27][28][29] 风险因素 - 地缘政治局势紧张和恐怖主义活动可能对旅游行业造成严重影响 [32] - 欧盟新规可能对Booking Holdings的市场地位产生影响 [32] - 行业竞争激烈,除Booking Holdings外,Expedia、Tripadvisor和Airbnb等也是主要竞争对手 [32]
The 3 Best Travel Stocks to Buy in August 2024
Investor Place· 2024-08-09 18:00
文章核心观点 - 高收入消费者仍在优先考虑旅行,近50%的受访者表示计划增加旅行支出 [3] - 因此,针对高收入消费者的旅游公司有望表现良好 [4] 公司总结 Booking Holdings (BKNG) - 作为旅游行业的领头羊,Booking Holdings的业绩反映了消费者的旅行预订情况 [6] - 公司第二季度业绩超出分析师预期,收益同比增长11.8%,收入同比增长6% [7] - 分析师对BKNG股票的目标价有涨有跌,但整体目标价仍较当前价格有23%的上涨空间 [8] - 公司CEO表示目前没有计划进行股票拆分,因为这不符合公司的投资者定位 [9] Marriott International (MAR) - 尽管最近股价下跌超10.8%,但Marriott股票已处于超卖状态 [11] - 公司最近的财报虽然整体表现良好,但平均日租金增长出现平台化 [12] - 这主要是由于中国需求疲软,但公司在美国和欧洲的扩张计划仍在进行 [13] - 分析师维持中性评级,但认为股价仍有14%的上涨空间 [14] Viking Holdings (VIK) - 这家新上市公司最近一个季度的业绩超出预期,分析师预计未来12个月内每股收益将增长70% [17] - 该公司的邮轮产品主要针对高端消费者,不允许未成年人乘坐,也没有赌场,更吸引高端旅客 [18]
Booking Holdings Inc. (BKNG) is Attracting Investor Attention: Here is What You Should Know
ZACKS· 2024-08-08 22:00
Booking Holdings (BKNG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this online booking service have returned -17.2%, compared to the Zacks S&P 500 composite's -6.5% change. During this period, the Zacks Internet - Commerce industry, which Booking Holdings falls in, has lost 14.8%. The key question now is: What could be the stock ...
Booking Is Now Hovering In A Buyable Range Again (Rating Upgrade)
Seeking Alpha· 2024-08-08 05:55
文章核心观点 - 尽管近期旅游股普遍承压,但公司认为Booking的股价下跌已经过度反应了实际情况 [2][3] - 公司认为Booking目前的估值水平已经回归正常,值得关注和短期交易 [5][6][7] 公司概况 - Booking是一家主营在线旅游预订的公司,业务包括酒店预订、机票预订、租车等 [8] - 公司在非酒店预订业务方面正在不断拓展,有助于提升整体营收 [8] - Booking与Airbnb等公司可以共存并共同发展,两者定位和功能有所不同 [8] 财务表现 - 公司Q2营收同比增长7.3%,超出市场预期 [13] - 尽管预订量增速有所放缓,但公司盈利能力依然较强,Q2调整后EBITDA同比增18% [15][16][17][18] 行业趋势 - 旅游需求增速有所放缓,可能是由于游客缩短了预订提前期以节省成本 [13][14] - 但这并不意味着整体旅游需求下降,未来几个季度仍需密切关注这一趋势 [14]
Booking Holdings: Focus On Market Share Dynamics Amid Industry Slowdown
Seeking Alpha· 2024-08-07 20:19
Thomas Barwick Booking Holdings (NASDAQ:BKNG) shares are having quite a volatile year, as investors struggle to balance best-in-class execution and a worse-than-expected industry slowdown. Following the post-earnings selloff, I argue that the valuation now reflects said tension although I do have worries about losing share to Airbnb in the quarter. Let's dive in. Unpacking A Volatile Year I initiated coverage on Booking Holdings a few months ago, rating the company a 'Buy', as I found it to be the undeniabl ...
Booking Holdings(BKNG) - 2024 Q2 - Earnings Call Transcript
2024-08-02 09:34
财务数据和关键指标变化 - 第二季度房夜增长7%,超出预期高端1个百分点 [7][8] - 第二季度收入57亿美元,同比增长7%,超出预期高端1个百分点 [33] - 第二季度调整后EBITDA19亿美元,同比增长7% [36][37] - 第二季度调整后每股收益增长11%,得益于公司积极的股票回购计划 [8] 各条业务线数据和关键指标变化 - 欧洲中单位数增长,亚洲中高单位数增长,美国中单位数增长 [9][28] - 替代住宿业务增长12%,占总房夜比重36%,较去年同期上升2个百分点 [28] - 航空票销售增长28%,主要得益于Booking.com和Agoda的航空业务增长 [24][31] 各个市场数据和关键指标变化 - 欧洲市场增长有所放缓,但公司在欧洲的增长保持稳定 [9][39][46] - 美国市场增长略有改善 [10] - 亚洲市场增长保持高位 [9] 公司战略和发展方向及行业竞争 - 公司继续推进连接旅程、扩展Booking.com的商家服务、发展AI能力、增加替代住宿供给和完善Genius会员计划等战略举措 [12][21][22] - 公司致力于成为供应商的可信赖和有价值的合作伙伴,帮助他们获得更多需求 [13] - 公司看好旅游行业的长期增长前景,有信心未来几年实现关键指标的可观增长 [11][25] 管理层对经营环境和未来前景的评论 - 第三季度房夜增长预期为3%-5%,低于第二季度,主要受到欧洲市场增长放缓和预订窗口扩张减缓的影响 [39][40] - 全年整体预订量增长预期超过6%,略低于之前预期,主要受航空票价下降影响 [41] - 全年收入增长预期超过7%,高于之前预期,主要受益于上半年业绩超预期和支付业务收入增加 [42] - 全年调整后EBITDA预计增长高个位数,略高于之前预期 [42] 其他重要信息 - 公司现金及投资余额168亿美元,第二季度自由现金流24亿美元 [38] - 公司持续优化成本结构,第三季度及全年固定费用增长预期下调至低个位数 [94][95] - 公司看好广告收入业务的发展潜力,未来将加大投入 [82][83] 问答环节重要的提问和回答 问题1 **Mark Mahaney 提问** 询问欧洲市场增长放缓但公司表现稳定的原因 [44] **Glenn Fogel 和 Ewout Steenbergen 回答** 公司在欧洲的增长保持稳定,主要得益于持续提升市场份额 [45][46] 问题2 **Kevin Kopelman 提问** 询问是否看到消费者有降级或缩短住宿时长的迹象 [48] **Ewout Steenbergen 回答** 整体来看,除美国市场有轻微降级迹象外,其他地区消费者行为保持稳定 [49] 问题3 **Justin Post 提问** 询问对替代住宿业务的看好程度及其经济学 [53][54][56][57][58] **Glenn Fogel 回答** 公司看好替代住宿业务的长期发展前景,并将继续投入资源提升产品和服务质量,为消费者提供更好的选择 [56][57][58]
Booking Holdings Sees 7% Growth in Room Nights Booked Amid Tech Upgrades
PYMNTS.com· 2024-08-02 07:58
Online travel company Booking Holdings is seeing positive outcomes from its latest tech-driven initiatives, according to its second-quarter earnings report. Booking Holdings Thursday (Aug. 1) reported a 7% year-over-year increase in room nights booked, reaching 287 million for the second quarter. This growth highlights strong demand for travel services and underscores the success of the company's new technology integrations. Booking Holdings CEO Glenn Fogel noted the number of nights booked has surged nearl ...