《大行報告》大摩最新亞太區各行業排名得分居首「增持」股份名單(表)
摩根士丹利發表亞太區策略報告,按量化模型標準選出今年6月亞太區(撇除日本)市場的各行業排名得分居首(top-ranked MOST score)的「增持」評級的股份,以下股份挑選準則包括市值需逾50億美元以上、在各行業評分居前的股份。
港股:
股份│排名(以星多者為優)
海螺水泥(00914.HK)│5星
萬洲國際(00288.HK)│5星
農行(01288.HK)│5星
中興(00763.HK)│5星
中移動(00941.HK)│5星
其他股份:
股份│排名(以星多者為優)
南韓浦項鋼鐵(005490.KS)│5星
澳洲South32 Ltd(S32.AX)│5星
馬來西亞國家石油化學(PCGB.KL)│5星
印度Bharat Electronics(BAJE.NS)│5星
印度ITC Ltd(ITC.NS)│5星
印尼Astra International Tbk PT(ASII.JK)│5星
澳洲Sonic Healthcare(SHL.AX)│5星
南韓LG Electronics(066570.KS)│5星
豐泰(9910.TW)│4星
南韓韓亞銀行(086790.KS)│5星
印尼Bank Mandiri(BMRI.JK)│4星
中信金(2891.TW)│4星
澳洲Dexus(DXS.AX)│4星
鴻海(2317.TW)│5星
南韓SK海力士(000660.KS)│5星
澳洲Computershare Limited(CPU.AX)│4星
印度Infosys Limited(INFY.NS)│4星
印度GAIL(GAIL.NS)│5星
新西蘭Spark New Zealand(SPK.NZ)│5星
菲律賓PLDT(TEL.PS)│4星
南韓SK電訊(017670.KS)│4星
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