In today’s briefing:
- APAC Luxury Industry Series Update: The Growth of Luxury Travel Unmatched by Dull Share Prices
APAC Luxury Industry Series Update: The Growth of Luxury Travel Unmatched by Dull Share Prices
- This is a follow-up to our initial report on the APAC Luxury Industry where we were of the belief that small niches within the luxury sector could offer potential opportunities.
- Below, we analyse the recent trends in luxury travel on Minor International (MINT TB), Mandarin Oriental International (MAND SP) and Shiseido Company (4911 JP).
- While travel has rebounded to pre-pandemic levels, Shiseido’s Travel Retail struggles, yet Minor International and Mandarin Oriental are showing signs of improvement.
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