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.
$CSI 300 Index(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...
Weichai Powerに関するコメント
alphaedgeinvest...
$BYD(01211.HK)$ $吉利汽车(00175.HK)$ $長城汽車(02333.HK)$ $広州汽車集団(02238.HK)$ $LI AUTO-W(02015.HK)$ $リー・オート(LI.US)$ $シャオペン(XPEV.US)$ $ニオ(NIO.US)$ $NIO Inc. USD OV(NIO.SG)$ $XPENG-W(09868.HK)$ $ウェイ柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $Huizhou Desay SV Automotive(002920.SZ)$ $耐世特汽車(01316.HK)$ $敏実集団(00425.HK)$ $Ningbo Tuopu Group(601689.SH)$ $Ningbo Xusheng Group(603305.SH)$ $Contemporary Amperex Technology(300750.SZ)$ $Eve Energy Co.,Ltd.(300014.SZ)$ $江西ガン鋒リ業(01772.HK)$ $GEM Co.,Ltd.(002340.SZ)$ $Guangzhou Tinci Materials Technology(002709.SZ)$ $中升集団(00881.HK)$ $雅迪控股(01585.HK)$
$テンセント(00700.HK)$ │Overweight
$Kweichow Moutai(600519.SH)$ │Overweight
$阿里巴巴集団(09988.HK)$ │Overweight
$中国石油天然気(00857.HK)$ │Overweight
$PDDホールディングス(PDD.US)$ │Overweight
$友邦保険(01299.HK)$ │Overweight
$美団点評(03690.HK)$ │Overweight
$BYD(01211.HK)$ │Overweight
$網易(09999.HK)$ │Overweight
$Midea Group Co., Ltd(000333.SZ)$ │Overweight
$香港証券取引所(00388.HK)$ │Overweight
$BIDU-SW(09888.HK)$ │Overweigh...
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$BYD(01211.HK)$ $Contemporary Amperex Technology(300750.SZ)$ $LI AUTO-W(02015.HK)$ $吉利汽车(00175.HK)$ $長城汽車(02333.HK)$ $広州汽車集団(02238.HK)$ $XPENG-W(09868.HK)$ $ウェイ柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $Huizhou Desay SV Automotive(002920.SZ)$ $耐世特汽車(01316.HK)$ $敏実集団(00425.HK)$ $Ningbo Xusheng Group(603305.SH)$ $Eve Energy Co.,Ltd.(300014.SZ)$ $江西ガン鋒リ業(01772.HK)$ $GEM Co.,Ltd.(002340.SZ)$ $Guangzhou Tinci Materials Technology(002709.SZ)$ $中升集団(00881.HK)$ $雅迪控股(01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$BYD(01211.HK)$ $LI AUTO-W(02015.HK)$ $リー・オート(LI.US)$ $Contemporary Amperex Technology(300750.SZ)$ $長城汽車(02333.HK)$ $広州汽車集団(02238.HK)$ $XPENG-W(09868.HK)$ $ウェイ柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $耐世特汽車(01316.HK)$ $敏実集団(00425.HK)$ $Ningbo Xusheng Group(603305.SH)$ $Eve Energy Co.,Ltd.(300014.SZ)$ $江西ガン鋒リ業(01772.HK)$ $GEM Co.,Ltd.(002340.SZ)$ $Guangzhou Tinci Materials Technology(002709.SZ)$ $中升集団(00881.HK)$ $雅迪控股(01585.HK)$
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...
$BYD(01211.HK)$ $吉利汽车(00175.HK)$ $長城汽車(02333.HK)$ $広州汽車集団(02238.HK)$ $ウェイ柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $耐世特汽車(01316.HK)$ $敏実集団(00425.HK)$ $Ningbo Xusheng Group(603305.SH)$ $Contemporary Amperex Technology(300750.SZ)$ $Eve Energy Co.,Ltd.(300014.SZ)$ $美東汽車(01268.HK)$ $中升集団(00881.HK)$ $江西ガン鋒リ業(01772.HK)$ $GEM Co.,Ltd.(002340.SZ)$ $Guangzhou Tinci Materials Technology(002709.SZ)$ $雅迪控股(01585.HK)$ $テスラ(TSLA.US)$ $ニオ(NIO.US)$ $NIO Inc. USD OV(NIO.SG)$ $シャオペン(XPEV.US)$ $XPENG-W(09868.HK)$ $リー・オート(LI.US)$ $LI AUTO-W(02015.HK)$
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