On June 26th, Bloomberg published a report pointing out that in recent promotional tours of the UK and European markets, they met with about 30 institutional investors. Compared with the promotional tour in the United States in April, investors in the UK and Europe are more interested in daily consumer goods than non-necessities. Although they are still cautious about the macro environment in the Mainland, investors who reduced their holdings have expressed interest in re-examining their positions. The bank revealed that investors continue to be interested in high dividend ratio stocks, such as TopSports. The industries and stocks that the bank was asked about the most during the marketing trip were: beer stocks such as Run Beer, catering stocks such as Mengniu and Nongfu Spring, liquor stocks such as Kweichow Moutai, sports product stocks such as Li Ning and TopSports, catering stocks such as Haidilao, and home appliance stocks such as Haier Smarthome and Midea.
大行评级｜花旗：英欧机构投资者对中资日常消费股兴趣增加 关注润啤、蒙牛等
Major banks’ rating | Citigroup: British and European institutions are increasingly interested in Chinese daily consumer stock, paying attention to Yanjing Beer, Mengniu, and other companies.
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