Hong Kong Retail:Visitation data faring better,but why is HK retail still challenged?
类型：行业研究 机构：高盛高华证券有限责任公司 研究员：Ricky Tsang,Joshua Lu,Alan Lee 日期：2016-05-17
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Improved March HK visitation data seemingly a glimpse of hope.
After dropping at a rate of 15% or more yoy since Nov 2015, March PRCvisitations only fell 7% yoy. Overnight visitations recovered to flattish levels(-1%) from -16% lows in Jan-Feb. Labor Day (Apr 30 - May 2) PRC arrivalswere also up 7% yoy. Why? This is because two cyclical headwinds haverecently faded, in our view. 1) Visas
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