Will reopen be good for travel-related stocks?

Travelers will no longer need to quarantine upon arrival on the mainland starting Jan. 8.

The forthcoming shift follows an abrupt relaxation this month in domestic Covid controls. The changes end the bulk of the most restrictive measures that China had imposed for nearly three years under its zero-Covid policy.

What does this mean?

More travel - flights & resorts, hotels

The borders are open doesn’t mean travel will bounce back immediately. However, when travel becomes easier, the ability to travel overseas will be “resumed in an orderly manner, and even higher during the holidays. $Wynn(WYNN)$ $Las Vegas Sands(LVS)$

Consumer Discretionary

Previously, Chinese tourists and their spending overseas — especially on luxury goods— had been a significant source of income for businesses in many international tourist spots. $Estee Lauder(EL)$

The market movers also reflect the demand for tourism.

Do you have any bullish stocks that benefit from travel?

I am bullish on $Booking Holdings(BKNG)$. Let me know your thoughts

How about $Airbnb, Inc.(ABNB)$？$SINGAPORE AIRLINES LTD(C6L.SI)$ ？