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)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
潍柴动力股票讨论区
UOBKH: Automobile – China (Underweight)
alphaedgeinvest...
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UOBKH: Automobile – China (Underweight)
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$比亚迪股份(01211.HK)$$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)$$雅迪控股(01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$比亚迪股份(01211.HK)$$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...
UOBKH: Automobile – China (Overweight)
$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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