在对保险、银行、零售及酒店业等多行业主要企业负责人的采访中，部分高管表示担忧，称若财政政策 继续加码增负，不仅会进一步削弱消费者信心，还将阻碍政府核心承诺的推进落地。更有企业明确表 示，若英国执意推进商业税率(一种财产税)上调等计划，将彻底暂停在英投资。 下文摘录了部分企业高管的具体看法： Vinci集团及GIP旗下盖特威克、爱丁堡、贝尔法斯特机场董事总经理Stewart Wingate 作为管理上述三大机场的英国区董事总经理，Wingate表示，若商业税率拟议上调方案落地，伦敦盖特 威克机场耗资22亿英镑的第二条跑道扩建项目将面临搁浅风险。 "我从业这么多年，从未见过如此幅度的大额成本上涨——这足以让我们重新评估投资计划，"执掌盖特 威克机场超过15年的Wingate强调，"当前我们面临的成本压力，可能会危及财政大臣本人重点推进的增 长项目。" 据悉，Wingate正联合其他英国机场呼吁政府将税率涨幅控制在40%以内，"我们得到的消息显示，涨幅 可能高达400%，这将实质性吞噬我们的绝大部分利润。" 随着英国财政大臣蕾切尔里夫斯即将公布新预算案，该国各大企业首席执行官已明确表态，若进一步加 重企业税负将采取 ...

Core Insights - Jungle Bay in Dominica has been awarded the title of Best Resort in the Caribbean for 2025 at the World Travel Awards (WTA) ceremony held in Saint Lucia [1] - Dominica has also been recognized as the Leading Nature Destination in the Caribbean [1] Summary by Categories Resort Features - Jungle Bay spans approximately 20 acres and is located within the Soufrière-Scotts Head Marine Reserve, offering stunning views [1] - The resort emphasizes eco-luxury, wellness, and community-driven tourism [1] - It features 89 luxurious rooms equipped with high-end amenities [1] Core Experiences - The resort's core offerings include adventure activities, spa treatments, wellness programs, yoga classes, gourmet dining, and local culture and history [1] - Jungle Bay prides itself on a sustainable design philosophy that involves community participation [1] Employment and Sourcing - The resort employs local staff and sources ingredients from its own gardens [1]

Core Insights - Analysts at Goldman Sachs have identified 20 stocks with strong upside potential for the upcoming earnings season, suggesting these represent significant opportunities for options traders [1][2] Earnings Season Volatility - The last quarter saw the highest level of earnings-related volatility in US stocks since 2009, with expectations for similar swings in the upcoming season [2] - Goldman Sachs recommends buying call options to capitalize on anticipated volatility and positive earnings results, indicating above-average returns from stocks during this period [2] Highlighted Stocks - **Wynn Resorts (WYNN)**: Year-to-date performance of +46.6%, earnings date on November 6, with an implied stock move of 9.6% [3] - **Suncor Energy (SU)**: Year-to-date performance of +12.8%, earnings date on October 30, with an implied stock move of 1.7% [4] - **StepStone Group (STEP)**: Year-to-date performance of +7.0%, earnings date on November 7, with an implied stock move of 5.2% [5] - **eToro Group (ETOR)**: Year-to-date performance of -40.7%, earnings date on November 10, with an implied stock move of 9.3% [6] - **Citigroup (C)**: Year-to-date performance of +37.5%, earnings date on October 14, with an implied stock move of 5.3% [7] - **Neurocrine Biosciences (NBIX)**: Year-to-date performance of +0.6%, earnings date on October 28, with an implied stock move of 6.1% [8] - **Boston Scientific Corp. (BSX)**: Year-to-date performance of +9.1%, earnings date on October 22, with an implied stock move of 5.1% [9] - **Exelixis (EXEL)**: Year-to-date performance of +13.0%, earnings date on October 29, with an implied stock move of 15.4% [10] - **Huntington Ingalls Industries (HII)**: Year-to-date performance of +53.4%, earnings date on October 31, with an implied stock move of 7.6% [11] - **Johnson Controls (JCI)**: Year-to-date performance of +36.7%, earnings date on November 5, with an implied stock move of 7.3% [12] - **Cameco Corp. (CCJ)**: Year-to-date performance of +65.4%, earnings date on November 5, with an implied stock move of 3.8% [13] - **Air Products & Chemicals Inc. (APD)**: Year-to-date performance of -6.8% [14]

Group 1 - The South Korean government has implemented a temporary visa exemption policy for Chinese group tourists, effective from September 29, 2023, to June 30, 2024, aiming to attract an additional 1 million Chinese visitors during this period [1][2]. - Various local governments and the tourism industry in South Korea are intensifying efforts to attract Chinese tourists, including welcome events and cultural experiences at ports and airports [1][2]. - The "Dream" cruise ship, carrying 2,752 passengers and crew, docked at Incheon port, marking the arrival of Chinese tourists, with local governments organizing activities such as Korean food tastings and traditional performances [1]. Group 2 - Retail brands, particularly in the beauty sector, are ensuring adequate stock of popular products favored by Chinese tourists in key shopping districts like Myeongdong, Hongdae, and Gangnam, and are providing Chinese-speaking staff [2]. - Hotels and resorts are introducing dining menus tailored to Chinese tastes and offering translation services to enhance the experience for Chinese visitors [2].

Core Viewpoint - Vail Resorts (MTN) is expected to report a quarterly loss of -$4.78 per share, a decline of 2.4% year over year, with revenues forecasted at $269.98 million, reflecting a 1.7% increase compared to the previous year [1] Financial Estimates - Analysts predict 'Net Revenue- Lodging net revenue' will reach $88.25 million, indicating a year-over-year change of -1.3% [4] - 'Net Revenue- Mountain net revenue' is expected to be $179.08 million, showing a change of +1.8% from the prior-year quarter [4] - The combined 'Net Revenue- Resort net revenue' is estimated at $267.74 million, suggesting a change of +0.9% year over year [4] Specific Revenue Components - 'Net Revenue- Mountain net revenue- Other' is projected at $71.77 million, reflecting a -5.4% change from the year-ago quarter [5] - 'Net Revenue- Lodging net revenue- Managed condominium rooms' is expected to be $10.46 million, indicating a -0.3% year-over-year change [5] - 'Net Revenue- Mountain net revenue- Retail/rental' is forecasted at $26.29 million, showing an increase of +8.2% from the prior-year quarter [6] - 'Net Revenue- Mountain net revenue- Dining' is estimated at $20.51 million, indicating a +14.2% change from the prior-year quarter [6] - 'Net Revenue- Mountain net revenue- Ski school' is projected at $10.27 million, reflecting an +8.2% year-over-year change [7] - 'Net Revenue- Mountain net revenue- Lift' is expected to be $44.64 million, indicating a -7.5% change from the prior-year quarter [7] Lodging and Mountain Metrics - 'Lodging - Managed condominium statistics - RevPAR' is expected to reach $46.15, slightly down from $46.30 year-ago value [8] - 'Lodging - Owned hotel statistics - RevPAR' is forecasted at $178.07, compared to $175.22 in the same quarter last year [8] - 'Mountain - ETP' is estimated at $59.70, down from $69.04 reported in the same quarter last year [8] Stock Performance - Over the past month, shares of Vail Resorts have returned -8%, while the Zacks S&P 500 composite has increased by +3.1% [9] - Currently, MTN holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [9]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Melco International Development, which rose by 5.04% to HKD 5.42 per share, with a trading volume of HKD 35.66 million [1] - Melco International Development Limited is a Hong Kong investment holding company focused on entertainment and property businesses, owning exclusive gaming rights in Macau and operating entertainment resorts [1] - The company has achieved notable success since its business repositioning, receiving various accolades and maintaining leadership in corporate governance and financial stability [1] Group 2 - As of the 2024 annual report, Melco International Development reported total revenue of HKD 33.498 billion and a net profit of negative HKD 0.727 billion [2]

Core Viewpoint - The leadership change at Club Med, a well-known resort brand under Fosun Tourism, has attracted significant industry attention, particularly following the departure of former president Henri Giscard d'Estaing due to strategic and governance disagreements with the parent company [1][4]. Group 1: Leadership Transition - Stéphane Maquaire has been appointed as the new President and CEO of Club Med, effective immediately, following the recommendation of Henri Giscard d'Estaing [2][4]. - Maquaire is recognized as a "cross-border" leader with experience in various sectors, including retail and commercial real estate, having previously held positions at Unibail-Rodamco and Carrefour [2][3]. - The transition is seen as part of a broader trend towards governance stability and strategic continuity within the company, as well as a response to the evolving global tourism industry [4]. Group 2: Company Performance and Strategy - Club Med, founded in 1950, operates in over 40 countries with nearly 70 resorts, and has seen its revenue grow from €1.5 billion to €2.1 billion over the past decade, with operating profit increasing more than fivefold [6]. - Since Fosun's initial investment in 2010, the company has invested nearly €800 million to enhance Club Med's brand positioning and global expansion [6]. - Club Med is actively expanding in the Chinese market, having opened several resorts, including the first urban resort in Nanjing, which is set to open in October 2023 [6]. Group 3: Market Positioning - Club Med aims to differentiate itself in the competitive ski resort market by emphasizing its unique cultural offerings and activities rather than engaging in price wars [7]. - Despite being a significant market for Club Med, the company maintains that its decision-making center will remain in France, underscoring the importance of its French heritage to its brand value [7].

Core Viewpoint - The appointment of Stéphane Maquaire as the new CEO of Club Med is aimed at continuing the company's internationalization strategy while maintaining its French roots and core values [1][2]. Group 1: Leadership and Strategy - Stéphane Maquaire was recommended by former president Henri Giscard d'Estaing and has a strong background in high-end brand transformation and commercial real estate [1]. - The decision to retain the decision-making center in France reflects the company's commitment to its French heritage while expanding in international markets [1][2]. Group 2: Financial Performance - Since Fosun Group's acquisition in 2010, Club Med has invested nearly €800 million, with revenue increasing from €1.5 billion to €2.1 billion and operating profit growing over five times [2]. - Despite a slowing market economy, Club Med's revenue in China is projected to grow by 8.5% in 2024 compared to 2023, with significant increases during key holiday periods [3]. Group 3: Market Expansion - The number of Club Med resorts in China has grown from 0 to 11 since Fosun's investment, making China the second-largest source of guests globally [2]. - The company plans to expand its short-distance travel product line, aiming to increase the number of resorts from 6 to around 20 within five years [4]. Group 4: Customer Trends - Post-pandemic, Chinese consumers are increasingly focused on cost-effectiveness and quality, leading to a stronger market for high-quality resorts [3]. - The main sources of inbound tourists to Club Med in China include Hong Kong, Singapore, Malaysia, and Thailand, with a growing interest in culturally rich destinations [3]. Group 5: Future Plans - Club Med has no immediate plans for selling minority stakes or an IPO, indicating a focus on internal growth and expansion [5].

Core Viewpoint - Despite a slowdown in market economic growth, Club Med's market share in China is experiencing growth, with revenue increasing by 8.5% compared to 2023 [1][4]. Group 1: Leadership Changes - Stéphane Maquaire has been appointed as the new President and CEO of Club Med, recommended by former President Henri Giscard d'Estaing [1]. - Maquaire has a strong background in high-end brand transformation and commercial real estate, previously serving as President and Executive Director of Carrefour Brazil and Latin America [1]. - The company emphasizes maintaining its French roots and core values while pursuing internationalization under Maquaire's leadership [1][2]. Group 2: Financial Performance - Since Fosun Group's acquisition in 2010, Club Med's total investment has reached nearly €800 million, with revenue growing from €1.5 billion to €2.1 billion and operating profit increasing over fivefold [2]. - In the Chinese market, guest numbers have surged from 20,000 to over 300,000, making it the second-largest source of customers globally for Club Med [2]. Group 3: Market Trends and Consumer Behavior - The Chinese market is showing resilience, with a 3% increase in revenue during the Spring Festival and a 15% increase during the May Day holiday [4]. - Pre-booking revenue for the second half of 2025 has increased by over 40% compared to 2024, with domestic and inbound markets seeing a 50% increase [4]. - Post-pandemic, Chinese consumers are focusing more on cost-effectiveness and quality, leading to a growing market for high-quality resorts [5]. Group 4: Expansion Plans - Club Med plans to expand its short-distance travel product line, aiming to increase the number of resorts from 6 to around 20 within five years, with a new resort opening in Hangzhou [6]. - Traditional all-inclusive resorts will continue to seek opportunities in Northeast China, Zhangjiakou, Xinjiang, and Hainan for new locations [6]. - There are currently no plans for selling minority stakes or an IPO in the short term [6].

Group 1 - The board of Club Med announced the appointment of Stéphane Maquaire as the new President and CEO, effective immediately [1] - Stéphane Maquaire has extensive experience in various sectors including accounting, commercial real estate, and retail, previously serving as the President of Carrefour Brazil and Latin America [1] - The CEO succession plan was initiated in early 2024, considering the restructuring of the global tourism industry and the trend towards younger and external leadership in French companies [1] Group 2 - Club Med was established in 1950 and was fully acquired by Fosun Tourism Group in 2015, becoming a major revenue source for the group [2] - In the first half of 2024, Fosun Tourism reported a revenue of 10.65 billion yuan, with Club Med contributing 8.89 billion yuan, accounting for over 80% of total revenue [2] - Club Med operates in over 40 countries and regions, with nearly 70 resorts [2]