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<Outlook>Citi, Macquarie Top Picks for H Shrs (Table)
Recommend 28 Positive 41 Negative 11 |
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Citi released a report in mid-May on its Top Buys list of Chinese H-shares and Chinese ADRs: TENCENT (00700.HK) HUANENG POWER (00902.HK) Trip.com (TCOM.US) BYD COMPANY (01211.HK) AIA (01299.HK) Atour Lifestyle (ATAT.US) ANTA SPORTS (02020.HK) ----------------------- Macquarie released a China market strategy report in late June outlining four major investment themes for Chinese stocks: winners in selective consumption and consumption downgrade; technology localization; advanced manufacturing; and energy self-sufficiency. The broker also listed the stocks included in its portfolio: Macquarie's China Strategy Portfolio: BYD COMPANY (01211.HK) POP MART (09992.HK) Yum China (YUMC.US) XPENG-W (09868.HK) BYD ELECTRONIC (00285.HK) ASMPT (00522.HK) XIAOMI-W (01810.HK) SUNNY OPTICAL (02382.HK) DONGFANG ELEC (01072.HK) SINOPEC CORP (00386.HK) AASTOCKS Financial News Website: www.aastocks.com |
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