《大行報告》一表列出野村對亞股下半年八大投資主題推介股名單
阿思達克 06-01 11:45
野村發表亞太區(撇除日本)股市今年下半年展望報告，指通脹與增長、中國「動態清零」政策仍是投資者短期所關注，該行指看到亞洲股票的中期價值，修訂後對MSCI亞太區(撇除日本)指數於今年年基本情景指數目標為766點(有15%的上漲空間)。
該行估計區內於今年下半年稍後會迎來積極催化劑(料於第三季末發生)，包括中國政府出台政策支持經濟增長表現，美國聯儲局鷹派立場轉弱。
該行挑選出下半年八大投資主題及列出相關推介股名單：
(1)價值股：
鴻海(2317.TW)
Indofood(ICBP.IJ)
Kia(000270.KS)
PT Astra International(ASII.JK)
三星電子(005930.KS)
阿里巴巴(09988.HK)(BABA.US)
招行(03968.HK)
Mahindra & Mahindra(MM.IN)
(2)亞洲區內業務為主的股份：
PT Astra International(ASII.IJ)
Ayala Land(ALI.PM)
ICICI Bank(ICICIBC.IN)
Bank Central Asia(BBCA.IJ)
招行(03968.HK)
Hong Leong Bank(HLBK.MK)
(3)「重新開放」投資主題：
Bangkok Dusit Medical(BDMS.TB)
Central Retail Corp(CRC.TB)
Singapore Technologies Engineering(STE.SP)
新秀麗(01910.HK)
(4)選擇性的增長股：
Chroma ATE(致茂)(2360.TW)
鴻海(2317.TW)
中科創達(300496.SZ)
阿里巴巴(09988.HK)(BABA.US)
騰訊(00700.HK)
台積電(2330.TW)
三星電子(005930.KS)
聖邦股份(300661.SZ)
立訊精密(002475.SZ)
藥明生物(002269.HK)
Greatech Technology(GREATEC.MK)
Sona BLW Precision(SONACOMS.IN)
先導智能(300450.SZ)
CS Wind(112610.KS)
隆基綠能(601012.SH)
(5)中國特別投資主題：
安踏(02020.HK)
聖邦股份(300661.SZ)
立訊精密(002475.SZ)
華潤置地(01109.HK)
海螺水泥(600585.SH)
招行(03968.HK)
先導智能(300450.SZ)
隆基綠能(601012.SH)
台達電子(2308.TW)
(6)亞太區新興市場銀行 / 金融股：
ICICI Bank(ICICIBC.IN)
Bank Central Asia(BBCA.IJ)
招行(03968.HK)
Hong Leong Bank(HLBK.MK)
(7)股息 / 房托 / 資產負債表強勁：
三星電子(005930.KS)
鴻海(2317.TW)
台積電(2330.TW)
PETRONAS Chemicals Group(PCHEM.MK)
海螺水泥(600585.SH)
Chroma ATE(致茂)(2360.TW)
PT Astra International(ASII.IJ)
招行(03968.HK)
(8)選擇性的商品股：
PETRONAS Chemicals Group(PCHEM.MK)
PT Astra International(ASII.IJ)
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