Macquarie released a report saying that US consumers are returning to travel and outdoor activities. It is believed that Samsonite (1910.HK) will benefit most from increased travel by US consumers. 40% of its income mix comes from North America, and the increase in business travel will have a positive impact on their income mix. The bank has a target price of HK $29, with a rating of "outperforming the market".

Macquarie points out that the US market accounts for 0973.HK, with a target price of HK $38.1 and a rating of "outperforming the market", while 30 per cent of the US business is involved in catering and can benefit from increased social gatherings with a target price of HK $10.28 for 0288.HK and a rating of "outperform".

Macquarie believes that the volatility in Techtronic Industries's share price may reflect concerns about the impact of rising interest rates on new housing starts and the potential adverse impact of reduced discretionary spending on DIY demand, although he believes that Tech's product innovation and expansion into new verticals will be the key to offsetting this pressure. The bank's innovative subjects are priced at HK $194, with a rating of "outperforming the market".

Macquarie said that with the normalisation of social activities, he had a conservative view of JS Global Lifestyle Company Limited (1691.HK) and Minhua (1999.HK), rating the two shares "better than the market", with a target price of HK $5.50 and HK $6 respectively.