The tourism industry is the recent trend. On Zhou Zhongxin catering tourism sector to outperform (all shares) 1.63% (1.26% vs-0.37%), CITIC scenic spots, travel agency CITIC, CITIC Hotel, CITIC up of various sub-sectors of the food and beverage fell 0.55 percent, 1.19 %, tibet tours%, 2.35%. Recommended combination of outperforming the industry last week, 0.87 percentage points (, vsl 2.13%, 26%), outperforming the broader market by 2.5 percentage points (2.13% vs-0.37%) (The above are the total market value of the weighted average method); recommendation for the stock performance:
China International Travel Service (1.18%), ST Zhangjiajie (5.69%), the Emeishan A (4.80%).
Recent industry point of view. The recent performance of the tourism yangtze river in line with our previous judgment: In the main tone of the market rebound, the tourism industry with the market rebound rise in absolute return market, but taking into account the rebound in the context of sector allocation, the excess return of the tourism industry is yangtze river limited, and our overall judgment for the tourism industry will remain in sync with the market performance. The second quarter, we believe that the market rebound will be sustained, but relatively a quarter of a shock, in this context, the tourism industry, with a gradual increase in the industry boom, chongqing tour policy expectations and the growth is expected will reflect both offensive and defensive characteristics,
http://yangtzerivercruisereviews.blogspot.com/2012/03/2012-uts-japanese-people-travel.html
relative income is expected to appear gradually.
http://yangtzerivercruisereviews.blogspot.com/
2012/03/12
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