濰柴動力股票討論區

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
alphaedgeinvest...
$比亞迪股份(01211.HK)$ $吉利汽車(00175.HK)$ $長城汽車(02333.HK)$ $廣汽集團(02238.HK)$ $理想汽車-W(02015.HK)$ $理想汽車(LI.US)$ $小鵬汽車(XPEV.US)$ $蔚來(NIO.US)$ $蔚來(NIO.SG)$ $小鵬汽車-W(09868.HK)$ $濰柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $德賽西威(002920.SZ)$ $耐世特(01316.HK)$ $敏實集團(00425.HK)$ $拓普集團(601689.SH)$ $旭升集團(603305.SH)$ $寧德時代(300750.SZ)$ $億緯鋰能(300014.SZ)$ $贛鋒鋰業(01772.HK)$ $格林美(002340.SZ)$ $天賜材料(002709.SZ)$ $中升控股(00881.HK)$ $雅迪控股(01585.HK)$

Stock│Rating
$騰訊控股(00700.HK)$ │Overweight
$貴州茅臺(600519.SH)$ │Overweight
$阿里巴巴-SW(09988.HK)$ │Overweight
$中國石油股份(00857.HK)$ │Overweight
$拼多多(PDD.US)$ │Overweight
$友邦保險(01299.HK)$ │Overweight
$美團-W(03690.HK)$ │Overweight
$比亞迪股份(01211.HK)$ │Overweight
$網易-S(09999.HK)$ │Overweight
$美的集團(000333.SZ)$ │Overweight
$香港交易所(00388.HK)$ │Overweight
$百度集團-SW(09888.HK)$ │Overweigh...

東吳證券認爲濰柴動力2024至2026年的盈利目標增長，將更好幫助公司發展，並實現經營團隊與股東利益的綁定。

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$比亞迪股份(01211.HK)$ $寧德時代(300750.SZ)$ $理想汽車-W(02015.HK)$ $吉利汽車(00175.HK)$ $長城汽車(02333.HK)$ $廣汽集團(02238.HK)$ $小鵬汽車-W(09868.HK)$ $濰柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $德賽西威(002920.SZ)$ $耐世特(01316.HK)$ $敏實集團(00425.HK)$ $旭升集團(603305.SH)$ $億緯鋰能(300014.SZ)$ $贛鋒鋰業(01772.HK)$ $格林美(002340.SZ)$ $天賜材料(002709.SZ)$ $中升控股(00881.HK)$ $雅迪控股(01585.HK)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$比亞迪股份(01211.HK)$ $理想汽車-W(02015.HK)$ $理想汽車(LI.US)$ $寧德時代(300750.SZ)$ $長城汽車(02333.HK)$ $廣汽集團(02238.HK)$ $小鵬汽車-W(09868.HK)$ $濰柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $耐世特(01316.HK)$ $敏實集團(00425.HK)$ $旭升集團(603305.SH)$ $億緯鋰能(300014.SZ)$ $贛鋒鋰業(01772.HK)$ $格林美(002340.SZ)$ $天賜材料(002709.SZ)$ $中升控股(00881.HK)$ $雅迪控股(01585.HK)$

$滬深300(000300.SH)$ $iShares MSCI China A ETF(CNYA.US)$
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...