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The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
Track the entire lifecycle of the main Sector.
As the May Day holiday approaches, funds are being allocated in advance, and Hong Kong's tourism stocks are strengthening against the trend, benefiting from the "internal demand market".
① What highlights are there for Hong Kong tourism stocks to rise against the trend by leveraging the "domestic demand market"? ② With the May Day holiday approaching, how are Institutions positioning their investments in advance?
China Tourism Group Duty Free Corporation (01880.HK) held a Board of Directors meeting on April 29 to review and approve the first quarter performance.
Gelonghui, April 15th丨China Tourism Group Duty Free Corporation (01880.HK) announced that a Board of Directors meeting will be held on April 29, 2025 (Tuesday) to review and approve the company's and its subsidiaries' first quarter results for the three months ending March 31, 2025, and its publication, as well as other topics.
CTG DUTY-FREE: DATE OF BOARD MEETING
CTG DUTY-FREE: 2024 Annual Report
China Merchants: Tax refund policies are expected to promote the increase of domestic goods' market share. Pay attention to new growth opportunities in the duty-free industry.
In the current context of Global trade protectionism, shopping tax refunds can provide more convenient shopping for departing Consumers, while on the other hand, as duty-free shops have sales in inbound stores that consistently exceed those in outbound stores, tax refund policies are expected to boost the proportion of domestic goods.