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Antipodes Global Value Strategy increased its stake in Booking Holdings (BKNG) in Q2 2026, believing the market undervalues it.
svmuu.com06/08/2026 08:37
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Complaint Report
The fund states that despite market concerns that AI agents might divert consumers and travel uncertainties arising from the Iran conflict, Booking Holdings, as a leading online travel agency, has core advantages such as deep supply chain relationships, a paid advertising flywheel, and loyalty programs that are underestimated by the market. Booking Holdings (NASDAQ:BKNG) closed at $207.02 on August 5, 2026.
Source：Yahoo财经 · Source Link
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