According to Citigroup's report, in recent promotional tours in the UK and European markets, meetings were held with around 30 institutional investors. Compared to the promotional tour in the US in April, investors in the UK and Europe are currently more interested in daily consumer goods than non-necessity consumer goods. Although they are still cautious about the macro environment in China, investors who have reduced their holdings of Chinese stocks have expressed interest in re-examining their China positions.
The bank revealed that investors continue to be interested in high dividend-yielding shares such as Topsports (06110.HK). The industries and stocks that were asked about the most on the marketing tour were beer stocks such as Tsingtao Brewery (00291.HK), dining stocks such as Mengniu (02319.HK), Nongfu Spring (09633.HK), baijiu stocks such as Moutai (600519.SH), sports industry stocks such as Li Ning (02331.HK) and Topsports, dining stocks such as Haidilao (06862.HK), as well as home appliances stocks such as Haier Smart Home (06690.HK) and Midea (000333.SZ).