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Simon Jang

Vice President and Equity Research Analyst at Goldman Sachs

Simon Jang is a Vice President and Equity Research Analyst at Goldman Sachs specializing in the coverage of technology and consumer internet companies, with a focus on major firms such as Alibaba, JD.com, and Meituan. He has established a strong performance record, with his stock calls frequently cited on investment platforms and recognized for generating above-average returns and high success rates. Jang began his career in finance with analyst roles at leading investment banks, joining Goldman Sachs in 2018 and quickly advancing to his current position through consistent results and technical expertise. His professional credentials include FINRA registration and Series 7 and 63 securities licenses, reflecting his commitment to industry standards and ethical research practices.

Simon Jang's questions to Trip.com Group (TCOM) leadership

Question · Q3 2025

Simon Jang from Goldman Sachs inquired about Trip.com Group's long-term positioning and opportunities within the destination service business and "experience markets," especially in light of reported IPOs in that segment.

Answer

CEO Jane Sun described the destination service business as relatively small, projecting RMB 5 billion in GMV (2-3% of total GMV) with over 130% year-to-date growth. She noted it covers approximately 300,000 offerings worldwide, leveraging Trip.com's one-stop platform, large Asia-Pacific user base, loyalty programs, and AI tours. She clarified that traffic acquisition for this segment is "free" as customers are already on the platform for flights and hotels, and the primary goal is to enhance user experience, loyalty, and satisfaction rather than profit, with aggressive expansion planned.

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Question · Q3 2025

Simon Jang inquired about Trip.com Group's long-term positioning and opportunities within the destination service business and experience markets, noting reported IPO activity in that segment.

Answer

Jane Sun, Chief Executive Officer, described the destination service business as relatively small, expecting RMB 5 billion in GMV (2-3% of total GMV) with over 130% year-to-date growth. She emphasized leveraging Trip.com Group's one-stop platform, large Asia-Pacific user base, and loyalty programs, noting that traffic acquisition for this segment is 'free' as customers already book flights and hotels. The primary goal is to enhance user experience, loyalty, and customer satisfaction rather than profit, with aggressive expansion plans.

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