Aier Eye Hospital Groupに関するコメント

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: Healthcare – China (Overweight) - Alpha Edge Investing
$薬明生物(02269.HK)$ $無錫薬明康徳(02359.HK)$ $信達生物製薬(01801.HK)$ $杭州啓明(02500.HK)$ $復宏漢霖(02696.HK)$ $Aier Eye Hospital Group(300015.SZ)$ $Shenzhen Mindray Bio-Medical Electronics(300760.SZ)$

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: Alpha Picks – July Conviction Calls (Greater China) - Alpha Edge Investing
$碧桂園(06098.HK)$ $LI AUTO-W(02015.HK)$ $Zhejiang Shuanghuan Driveline(002472.SZ)$ $領展房地産(00823.HK)$ $長城汽車(02333.HK)$ $Aier Eye Hospital Group(300015.SZ)$ $安踏体育用品(02020.HK)$ $BYD(01211.HK)$ $Contemporary Amperex Technology(300750.SZ)$ $中国海外発展(00688.HK)$ $中遠海運(01199.HK)$ $Shenzhen Inovance Technology(300124.SZ)$ $BEKE-W(02423.HK)$ $KUAISHOU-W(01024.HK)$ $Kweichow Moutai(600519.SH)$ $テンセント(00700.HK)$

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