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$摩根大通持仓(LIST2622.US)$ hello

$星展集团控股(D05.SG)$ $摩根大通持仓(LIST2622.US)$
According to JP Morgan's analyst Harsh Wardhan Modi, “We do not expect a re-rating in the near term. If the bank is able to navigate the asset quality cycle well (which stays our base case), then the stock should meaningfully re-rate in FY2024-FY2025. Acco...

$星展集团控股(D05.SG)$
According to analyst Harsh Wardhan Modi, $摩根大通持仓(LIST2622.US)$ ’s global economics team is anticipating a US recession in 2023, which has implications for growth in Asia.
As current accounts and savings account (CASA) depositors switch to fixed deposits, DBS’s higher cost of funds should increase faster than the street’s expectations, Modi reckons, and this may imply that net...

$摩根士丹利(MS.US)$, notable for its cautious view, lifted its targets for the country’s stock gauges last week, expecting the $安硕中国(02801.HK)$ MSCI China Index to rally 14% by the end of next year. $美国银行(BAC.US)$ has turned tactically positive on China.
$摩根大通持仓(LIST2622.US)$ had moved even faster, calling the market meltdown late last month a buying opportunity, a breakaway from the bank’s “uninvest...

$杰富瑞(JEF.US)$ │Market digested the epidemic impact on Alibaba; investors were advised to pay attention to the recovery of the three growth pillars: consumption, globalization, and cloud business
$瑞士信贷(CS.US)$ │Strong quarterly results beat; stock was reaffirmed as the sector top pick
$星展集团控股(D05.SG)$ │2FQ non-GAAP net profit hiked 19%, beating expectations
$花旗集团(C.US)$ │2FQ profit and EBITA growth beat
$瑞银(UBS.US)$ │2FQ revenue missed target ...

Brokers  │ Ratings │  TPs (HKD)
$杰富瑞(JEF.US)$│Buy│212
$瑞士信贷(CS.US)$│Outperform│147
$星展集团控股(D05.SG)$│Buy│144
$瑞银(UBS.US)$ │Buy│137
$摩根大通持仓(LIST2622.US)$ │Overweight│130->135
$麦格理全球投资(MGU.US)$ │Outperform│135.6->134.6
$高盛(GS.US)$│Buy│134->130
Daiwa│Buy│127
$交银国际(03329.HK)$│Buy│120->123
$阿里巴巴-SW(09988.HK)$ $阿里巴巴(BABA.US)$ $大和证券(ADR)(DSEEY.US)$ $热门中概股(LIST2517.US)$ $恒生科技指数(800700.HK)$

$摩根大通(JPM.US)$ reported that it turned cautious about $阿里巴巴-SW(09988.HK)$ 's revenue outlook as of the end of September. It is expected that China's retail commercial customer management (CMR) revenue in the quarter fell by 4% year on year, mainly due to weak Chinese consumption in the quarter.
On the other hand, due to Alibaba's firm commitment to cost sav...

Although $腾讯控股(00700.HK)$ and $网易-S(09999.HK)$ both obtained the license of casual games in September this year, which is the first time since July 2021, it is still uncertain whether the future blockbuster games can be approved. In online game stocks, the bank is optimistic about Tencent rather than Netease because of the recovery of Tencent's profit growth in the second half of this year and the mon...