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