Shares & Derivatives
How should investors buy into this new stock theme?
By Singapore Stocks Investing (SSI)  •  June 16, 2015
As retail investors, it will be good for one to be forward-looking and to take note of key industry trends and themes. I note that there is one new theme for the stock markets and it is none other than MERS. With the increasing MERS case in South Korea, I will think travel and tourism in the region will reduce whenever there are such incidents. People will prefer to stay home. Airline stocks and hospitality plays may be affected (stock price level wise) as tourists may want to skip the whole Asia or ASEAN for their holiday destinations. Companies with business in tourist attractions like tourist attractions like Straco (Singapore Flyer) and Global Yellow Pages (river taxis) may experience dips in their businesses. With travels to South Korea expected to decline, travel agencies like Asia Travel.com may experience some dips in their travel bookings as well. On the converse, ......
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By Singapore Stocks Investing (SSI)
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