Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
Short trips for the New Year and "combined leave" travel are on the rise, and tourism during the Spring Festival still appears to be booming.
① This year's New Year's holiday is relatively short, and it is said in the industry that most tourists will prefer short trips and "combine vacation" travels. Influenced by the "combine vacation," data from third-party platforms show that from December 28 to January 5, flight bookings increased year-on-year; ② Registration for long-haul outbound travel products for the Spring Festival has gradually closed, and it is expected that about 80% of the products for this winter vacation (including the Spring Festival) will see price decreases of 10% to 40%.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Meituan Drone delivery has received permission in Dubai, entering the Middle Eastern market | Insights on Going Overseas.
① With the issuance of licenses, Meituan's Drone Business officially starts Operation in Dubai Silicon Valley, bringing a new delivery model to the Middle Eastern market. ②"Ideally, Keeta is expected to replicate the success of Hong Kong in Saudi Arabia, but as the first Chinese takeaway giant to enter Saudi Arabia, Meituan is likely to bear the risks and growing pains of this unique Global market."
Billion-dollar government Fund, trillion-dollar Consumer market! The ice and snow industry is "fully powered up".
① As December arrives, ski resorts and ice rinks across the country enter a peak operation period, with A-share ice and snow Concept stocks performing actively, and several individual stocks reaching new price highs. ② Recently, Jilin Province proposed to increase financial support and establish an investment Fund for the ice and snow industry with 1 billion yuan, coordinating various types of financial specialized support for the ice and snow economy amounting to 0.5 billion yuan.
COWmustMoo : china price marking..red is good
Passive Investor : Chinese market sucks.. keep shorting baba to hkd60