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《大行報告》一表列出大摩於「經濟衰退」情境下亞洲十大推介股份名單
摩根士丹利發表亞洲股市策略報告表示,該行料美國未來12個月發生經濟衰退機會率為32%,留意到本月以「經濟衰退」投資主題跑贏「通脹」投資主題,當國際油價走低,全球股票和信貸的資金外流加速,該行藉此探討了在全球經濟衰退憂慮下亞洲/新興市場的哪些行業及股份可望呈出色表現,並列出於「經濟衰退」情境下亞洲/新興市場股票十大推介股份名單: 十大推介股份: 聯通(00762.HK) 達利食品(03799.HK) 伊利股份(600887.SH) 日本Astellas Pharma(4503.T) 印尼Telkom Indonesia Persero(TLKM.JK) 雲南白藥(000538.SZ) 新和成(002001.SZ) 菲律賓Meralco(MER.PS) 印尼Kalbe Farma(KLBF.JK) 印尼Indofood Sukses Makmur(INDF.JK) ------------------------------ 該行亦同時列出其他潛在受惠於「經濟衰退」情境下推介股份,現只列涉及的港股如下: 長江基建(01038.HK) 電能實業(00006.HK) 聯想集團(00992.HK) 旺旺(00151.HK) 康師傅(00322.HK) 恆安(01044.HK) 統一(00220.HK)
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