$滬深300(000300.SH)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
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UOBKH: Automobile – China (Underweight)
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UOBKH: Automobile – China (Underweight)
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$比亞迪股份(01211.HK)$$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)$$雅迪控股(01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$比亞迪股份(01211.HK)$$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)$
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)
$比亞迪股份(01211.HK)$$吉利汽車(00175.HK)$$長城汽車(02333.HK)$$廣汽集團(02238.HK)$$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)$$寧德時代(300750.SZ)$$億緯鋰能(300014.SZ)$$美東汽車(01268.HK)$$中升控股(00881.HK)$$贛鋒鋰業(01772.HK)$$格林美(002340.SZ)$$天賜材料(002709.SZ)$$雅迪控股(01585.HK)$$特斯拉(TSLA.US)$$蔚來(NIO.US)$$蔚來(NIO.SG)$$小鵬汽車(XPEV.US)$$小鵬汽車-W(09868.HK)$$理想汽車(LI.US)$$理想汽車-W(02015.HK)$
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