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《大行報告》瑞銀列出亞股四大投資主題的「確信」推介名單(表)
瑞銀髮表亞太地區股市策略報告,央行收緊貨幣政策將會令全球經濟增長減慢,該行予中國內地市場「增持」評級,予港股「中性」投資評級。 該行列出亞太區四個投資主題共20只的「確信」推介股份,第一個投資主題是「商品見頂令毛利率改善」、第二是「重新開放」、第三是「監管風險溢價」、第四是「股息回報對衝通脹」投資主題: 股份 (1)「商品見頂令毛利率改善」主題 中國建材(03323.HK) 萬洲國際(00288.HK) Indofood CBP(ICBP.JK) 美的集團(000333.SZ) TDK(6762.T) (2)「重新開放」主題 金沙中國(01928.HK) CP All(CPALL.BK) 中國中免(601888.SH) Jollibee(JFC.PS) 統一超(2912.TW) (3)「監管風險溢價」主題 阿裏巴巴-SW(09988.HK) 快手(01024.HK) 嗶哩嗶哩(BILI.US) 京東-SW(JD.US) 拼多多(PDD.US) (4)「股息回報對衝通脹」主題 中銀香港(02388.HK) 領展(00823.HK) BTS Group(BTS.BK) Mapletree Logistics(MAPL.SI) Suncorp Group(SUN.AX)
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