Aier Eye Hospital Group Stock Forum

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
$WUXI BIO(02269.HK)$$WUXI APPTEC(02359.HK)$$INNOVENT BIO(01801.HK)$$VENUS MEDTECH-B(02500.HK)$$HENLIUS(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
$CG SERVICES(06098.HK)$$LI AUTO-W(02015.HK)$$Zhejiang Shuanghuan Driveline(002472.SZ)$$Link Real Estate Investment Trust(00823.HK)$$GWMOTOR(02333.HK)$$Aier Eye Hospital Group(300015.SZ)$$ANTA SPORTS(02020.HK)$$BYD COMPANY(01211.HK)$$Contemporary Amperex Technology(300750.SZ)$$CHINA OVERSEAS(00688.HK)$$COSCO SHIP PORT(01199.HK)$$Shenzhen Inovance Technology(300124.SZ)$$BEKE-W(02423.HK)$$KUAISHOU-W(01024.HK)$$Kweichow Moutai(600519.SH)$$TENCENT(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...