areecep楼主 :
"You must study all the peers, its competitors & industry comparables to see around corners" - Kerr Neilson Here are the 35 names: ADH AX1 BBN BGA BLX BRG BST CCX CKF CTT DMP DSK HVN JBH JYC KGN KMD LOV MBH MHJ MOZ MYR NCK PMV RBL RFG SFG SHM STP SUL TPW TRS UNI VTG WES
At the beginning of 2023, luxury brands significantly accelerated their presence in China. Expected recovery According to Bain & Company, luxury goods sales in China will grow by 36% in 2021 and 21% in 2022. Bernstein, a luxury consultancy, forecasts that Chinese luxury demand is expected to rebound to 25%-35% in 2023, with Western market demand growing at 5%-10%. Why are you bullish on China? The resilience of the Chinese market results from l...
Welcome to click to follow~~ Key Points : √ Investors have been snapping up some China reopening stock plays already on the view the China market could outperform the U.S. we believe reopening against multiple quarters of easier regional compares will benefit companies with the largest exposure , such as casino , broad consumer sector and ect. Text : The question of how to play the economic reopening in China is becoming more interesting...
areecep楼主 : "You must study all the peers, its competitors & industry comparables to see around corners"
- Kerr Neilson
Here are the 35 names:
ADH
AX1
BBN
BGA
BLX
BRG
BST
CCX
CKF
CTT
DMP
DSK
HVN
JBH
JYC
KGN
KMD
LOV
MBH
MHJ
MOZ
MYR
NCK
PMV
RBL
RFG
SFG
SHM
STP
SUL
TPW
TRS
UNI
VTG
WES