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《大行报告》一表看尽大摩假设欧美「封城」14只中港市场股惠股(表)
阿思达克 11-20 15:42
摩根士丹利研究报告指,假如欧美「封城」持续并扩大,料有14只中港股份将受惠於出口订单市占提升并跑赢,详情如下:

股份│投资评级│目标价│欧美业务於收入占比

敏实(00425.HK)│增持│33港元│38%

创科实业(00669.HK)│增持│110港元│92%

三花智控(002050.SZ)│增持│22人民币│40%

浙江鼎力(603338.SH)│减持│50元人民币│34%

潍柴动力(02338.HK)│增持│20港元│25%

JS环球生活(01691.HK)│增持│13港元│56%

海尔智家(600690.SH)│增持│25人民币│35%

申洲国际(02313.HK)│增持│160港元│32%

兆易创新(603986.SH)│增持│240元人民币│45%

中远海运港口(01199.HK)│与大市同步│3.7港元│54%

中远海控(01919.HK)│与大市同步│5.6港元│48%

嘉里物流(00636.HK)│与大市同步│16.1港元│26%

招商局港口(00144.HK)│增持│10.1港元│20%

中国外运(00598.HK)│与大市同步│2.1港元│20%

(el/w)

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