Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

Street observers&nbsp;are blaming the slow down in visitor traffic from mainland as a result of the pro-democratic Occupy Central,&nbsp;increasing tension between Hongkongers and mainland Chinese, and anti-corruption campaign in China for the weak retail sales in Hong Kong.Would this be a one off event?Behind the scene, however, we think there are three important long term bearish structural trends that will have persistent&nbsp;impact on Hong Kong's tourism industry:&nbsp;<ul><li>We examined how Hong Kong is loosing its attractiveness to mainland Chinese.</li><li>We looked at how&nbsp;it is getting easier for Chinese to explore the world</li><li>We highlight some factors that are deterring Chinese from choosing Hong Kong &nbsp;as their holiday destination</li></ul>

Street observers&nbsp;are blaming the slow down in visitor traffic from mainland as a result of the pro-democratic Occupy Central,&nbsp;increasing tension between Hongkongers and mainland Chinese, and anti-corruption campaign in China for the weak retail sales in Hong Kong.Would this be a one off event?Behind the scene, however, we think there are three important long term bearish structural trends that will have persistent&nbsp;impact on Hong Kong's tourism industry:&nbsp;We examined how Hong Kong is loosing its attractiveness to mainland Chinese.We looked at how&nbsp;it is getting easier for Chinese to explore the worldWe highlight some factors that are deterring Chinese from choosing Hong Kong &nbsp;as their holiday destination

Hong Kong's Future? 3 structural bears for retailer/tourism

Hong Kong

KVB Kunlun Financial Group Ltd is a financial investment services corporation which specialises in serving the overseas Chinese and Japanese communities through our offices in New Zealand, Australia and Hong Kong.  The Company's primary focus is on the provision of leveraged forex and other trading.

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Kvb Kunlun Financial (8077 HK)

Hong Kong's Future? 3 structural bears for retailer/tourism

Street observers are blaming the slow down in visitor traffic from mainland as a result of the pro-democratic Occupy Central, increasing tension...

Ke Yan, CFA, FRM

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