Unleash again the Chinese tourist on the rest of the world/Disney park comments/Other

Pre Covid, there was a powerful spending force around the world called the Chinese Tourist. They spent $250b that year (about 20% of all international spend on tourism according to the UN) on international travel and we know it essentially went to zero with Covid. Chinese tourists in 2019 made up about 1/3 of the international travel to Japan and about 1/4 to Thailand to highlight their influence. The recovery in this reopening on traveling outside the mainland has been anemic as almost all of the travel has taken place domestically (see below what Disney said about its China parks). Well, China finally wants to kick start its citizens to see the world again. According to the Ministry of Culture and Tourism, group tours will finally be allowed again to the rest of Asia, Europe and even the US. 

In response, Trip.com (a stock we own) rose 2.7%, Japan Airport Terminal jumped 10%, Airports of Thailand rose a more muted 1.4%, Beijing Capital International Airport was up by 1.5%, Ferrovial (which owns a piece of London's Heathrow) gained 1.1% and Aeroports de Paris is currently higher by .9%. Goods wise in Europe, LVMH is up by 2%, Prada by 1.7%, Kering by 1.3% and Hermes by 2.1%.