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《大行報告》一表列出里昂低估值優質中資股(按股息及盈利增長等考量)名單
里昂發表中國市場策略報告表示,挑選低估值及具質素增長(bottom valuation and quality growth)的離岸市場中資股名單,而挑選要符合下列條件:股份要獲最少3間券商覆蓋研究、未來12個月股息回報高於中位數、派息比率高於中位數、過去五年每股派息需上調最少兩次、料未來兩年每股盈利複合增長率要高於中位數等。 股份: 中石油(00857.HK) 中海油(00883.HK) 紫金(02899.HK) 創科(00669.HK) 東方海外(00316.HK) 兗礦能源(01171.HK) 長汽(02333.HK) HTSC(06886.HK) 中國宏橋(01378.HK) 青島啤酒(00168.HK) 中國建材(03323.HK) 福耀玻璃(03606.HK) 洛陽鉬業(03993.HK) 太古A(00019.HK) 金風科技(02208.HK) 江蘇寧滬(00177.HK) 中國金茂(00817.HK) 鞍鋼(00347.HK) 美東汽車(01268.HK) 浙江滬杭甬(00576.HK)
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