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《大行報告》高盛重新開放受惠股組合新加入申洲、中升等12股 剔出永利、九毛九等(表)
高盛發表報告,更新內地重新開放受惠股組合,加入12隻消費者相關股,名單中新納入H股包括申洲(02313.HK)、中升(00881.HK)、青啤(00168.HK)、波司登(03998.HK)及澳博(00880.HK);被剔出H股包括永利澳門(01128.HK)及九毛九(09922.HK)。現表列如下: 股份|評級 中國中免(601888.HK)|買入(列確信名單內) 安踏(02020.HK)|買入 銀娛(00027.HK)|買入 金沙中國(01928.HK)|買入(列確信名單內) 攜程(TCOM.US)|買入(列確信名單內) 百勝中國(YUMC.US)|買入 華潤啤酒(00291.HK)|買入(列確信名單內) *申洲國際(02313.HK)|買入 中國國航(601111.SH)|中性 分眾傳媒(002027.SZ)|買入 華住酒店(HTHT.US)|買入 *中升(00881.HK)|買入(列確信名單內) *華東醫藥(000963.SZ)|中性 春秋航空(601021.SH)|中性 *華利集團(300979.SZ)|未覆蓋 中國東航(600115.SH)|買入 錦江酒店(600754.SH)|買入 *青啤(00168.HK)|買入 *華僑城A(000069.SZ)|中性 同程旅行(00780.HK)|買入 *波司登(03998.HK)|中性 吉祥航空(603885.SH)|未覆蓋 *金域醫學(603882.SH)|買入 *華測檢測(300012.SZ)|買入 *芒果超媒(300413.SZ)|中性 宋城演藝(300144.SZ)|買入 王府井(600859.SH)|未覆蓋 *澳博(00880.HK)|買入 *豫園商城(600655.SH)|未覆蓋 萬達電影(002739.SZ)|未覆蓋 高盛同時在名單剔出12隻股票,因不再符合篩選標準,表列如下: 上海機場(600009.SH) 通策醫療(600763.SH) 永利澳門(01128.HK) 九毛九(09922.HK) 國際醫學(000516.SZ) 首旅酒店(600258.SH) 百潤股份(002568.SZ) 光線傳媒(300251.SZ) 中國電影(600977.SH) 周大生(002867.SZ) 深圳機場(000089.SZ) 張裕A(000869.SZ)
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