Macquarie reported that U.S. consumers are returning to travel and outdoor activities and believe Samsonite (01910.HK) will best benefit from increased travel by US consumers, with 40% of its income portfolio coming from North America, and the increase in business travel will positively impact its revenue portfolio. The bank rated “outperform” at its target price of $29.

Macquarie pointed out that the US market accounted for L'Occitane (00973.HK) 16%, against its target price of 38.1 yuan, rated “outperform”; the US business has 30% involved in food and beverage, which can benefit from increasing social gatherings to Wan Zhou (00288.HK) target price of 10.28 yuan, rating “outperform the big market”.

Macquarie believes that innovation and expansion into new vertical areas will be offset by concerns about rising interest rates for new housing starts, and the potential adverse impact of deductible spending on DIY needs. keys. The bank's target price of $194 for I&T is rated “outperform”.

Macquarie said that as social activities normalized, conservative views on JS Global Life (01691.HK) and Man Wah (01999.HK), rated “outperform market” for the two shares, with target prices of $5.5 and $6 respectively.