Herman :
the issue with the CN stocks is related to it gov. those who keep reading news, there is much more opportunity in markets. I believe people's will stay away from this stock.
$沪深300(000300.SH)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
潍柴动力股票讨论区
alphaedgeinvest...
$比亚迪股份(01211.HK)$ $吉利汽车(00175.HK)$ $长城汽车(02333.HK)$ $广汽集团(02238.HK)$ $理想汽车-W(02015.HK)$ $理想汽车(LI.US)$ $小鹏汽车(XPEV.US)$ $蔚来(NIO.US)$ $蔚来(NIO.SG)$ $小鹏汽车-W(09868.HK)$ $潍柴动力(02338.HK)$ $福耀玻璃(03606.HK)$ $德赛西威(002920.SZ)$ $耐世特(01316.HK)$ $敏实集团(00425.HK)$ $拓普集团(601689.SH)$ $旭升集团(603305.SH)$ $宁德时代(300750.SZ)$ $亿纬锂能(300014.SZ)$ $赣锋锂业(01772.HK)$ $格林美(002340.SZ)$ $天赐材料(002709.SZ)$ $中升控股(00881.HK)$ $雅迪控股(01585.HK)$
$腾讯控股(00700.HK)$ │Overweight
$贵州茅台(600519.SH)$ │Overweight
$阿里巴巴-SW(09988.HK)$ │Overweight
$中国石油股份(00857.HK)$ │Overweight
$拼多多(PDD.US)$ │Overweight
$友邦保险(01299.HK)$ │Overweight
$美团-W(03690.HK)$ │Overweight
$比亚迪股份(01211.HK)$ │Overweight
$网易-S(09999.HK)$ │Overweight
$美的集团(000333.SZ)$ │Overweight
$香港交易所(00388.HK)$ │Overweight
$百度集团-SW(09888.HK)$ │Overweigh...
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$比亚迪股份(01211.HK)$ $宁德时代(300750.SZ)$ $理想汽车-W(02015.HK)$ $吉利汽车(00175.HK)$ $长城汽车(02333.HK)$ $广汽集团(02238.HK)$ $小鹏汽车-W(09868.HK)$ $潍柴动力(02338.HK)$ $福耀玻璃(03606.HK)$ $德赛西威(002920.SZ)$ $耐世特(01316.HK)$ $敏实集团(00425.HK)$ $旭升集团(603305.SH)$ $亿纬锂能(300014.SZ)$ $赣锋锂业(01772.HK)$ $格林美(002340.SZ)$ $天赐材料(002709.SZ)$ $中升控股(00881.HK)$ $雅迪控股(01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$比亚迪股份(01211.HK)$ $理想汽车-W(02015.HK)$ $理想汽车(LI.US)$ $宁德时代(300750.SZ)$ $长城汽车(02333.HK)$ $广汽集团(02238.HK)$ $小鹏汽车-W(09868.HK)$ $潍柴动力(02338.HK)$ $福耀玻璃(03606.HK)$ $耐世特(01316.HK)$ $敏实集团(00425.HK)$ $旭升集团(603305.SH)$ $亿纬锂能(300014.SZ)$ $赣锋锂业(01772.HK)$ $格林美(002340.SZ)$ $天赐材料(002709.SZ)$ $中升控股(00881.HK)$ $雅迪控股(01585.HK)$
UOB KH report.
MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
$比亚迪股份(01211.HK)$ $吉利汽车(00175.HK)$ $长城汽车(02333.HK)$ $广汽集团(02238.HK)$ $潍柴动力(02338.HK)$ $福耀玻璃(03606.HK)$ $耐世特(01316.HK)$ $敏实集团(00425.HK)$ $旭升集团(603305.SH)$ $宁德时代(300750.SZ)$ $亿纬锂能(300014.SZ)$ $美东汽车(01268.HK)$ $中升控股(00881.HK)$ $赣锋锂业(01772.HK)$ $格林美(002340.SZ)$ $天赐材料(002709.SZ)$ $雅迪控股(01585.HK)$ $特斯拉(TSLA.US)$ $蔚来(NIO.US)$ $蔚来(NIO.SG)$ $小鹏汽车(XPEV.US)$ $小鹏汽车-W(09868.HK)$ $理想汽车(LI.US)$ $理想汽车-W(02015.HK)$
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