To The Moon

Oppurtunities from Epidemic prevention relaxation

It will definitely lead to retaliatory consumption, so people who are stuck at home for a long time should not go out to travel at the first time, because the travel expenses are relatively high.

Usually, friends in the same district get together to drink beer and watch the World Cup. Therefore, the first consumer goods to benefit are beer stocks.

Then there are snacks and spicy strips.

Wouldn't tourism be beneficial? Of course there is, but according to past experience, people should not travel immediately to avoid unpleasant incidents, and then within 2 months, if there is no change, people will be more daring to travel. At that time, airlines, airports, and hotel stocks will benefit.

To put it simply, the short-term benefits will be beer, snacks and other industries Tsingtao Brewery.$Tsingtao Brewery Company Limited(600600)$ HK China Resources Beer.HK Weilong.HK$Meituan(03690)$ 

In the medium and long term, it will be aviation, airport, hotel stocks, etc. at that time. $Trip.com Group Limited(TCOM)$ $BEIJING AIRPORT(00694)$ Beijing Capital Airport.HK China Southern Airlines.SH$CHINA SOUTH AIR(01055)$ 

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