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《大行報告》摩通對亞太區環保、社會和企業治理(ESG)投資主題首選股(表)
阿思達克 11-11 14:46
摩根大通發表亞太區環保、社會責任和公司治理(ESG,Environment、Social Responsibility、Corporate Governance)投資主題報告,指相關投資主題在過去一年獲基金投資亞洲時所重視,相關資金會流出有爭議性的板塊,同時流入由聯合國可持續發展目標(SDG)所推崇的行業領域,該行試從相關主題挑選出13隻首選股:

股份│目標價

本港上市股份

中國平安(02318.HK)│110元

中電(00002.HK)│89.6元

金山軟件(03888.HK)│51元

申洲國際(02313.HK)│143元

藥明生物(02269.HK)│220元

太古地產(01972.HK)│21.7元

吉利(00175.HK)│18元

其他地區上市股份

台灣│台積電(2330.TT)

台灣│長榮海運(2603.TT)

泰國│皇象水泥(SCC.TB)

台灣│台灣大哥大(3045.TT)

韓國│愛茉莉太平(090430.KS)

印尼│印尼人民銀行(BBRI.IJ)

(wl/u)

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