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《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4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) 江西銅(00358.HK)│5星 國藥(01099.HK)│5星 農行(01288.HK)│5星 華虹半導體(01347.HK)│4星 聯通(00762.HK)│5星 其他地區股份 股份│排名(以星多者為優) 澳洲BlueScope Steel(BSL.AX) │5星 印度InterGlobe Aviation(INGL.NS)│5星 印尼United Tractors Tbk PT(UNTR.JK)│5星 南韓Korea Zinc(010130.KS)│4星 南韓LG Electronics(066570.KS)│5星 新加坡Wilmar International(WLIL.SI)│5星 印度Zydus Lifesciences(ZYDU.NS)│5星 台灣統一超(2912.TW)│4星 新西蘭Ebos Group(EBO.NZ)│4星 南韓Hana Financial Group(086790.KS)│5星 印度Bank of Baroda(BOB.NS)│5星 印尼Bank Negara Indonesia(BBNI.JK)│4星 澳洲Scentre Group(SCG.AX)│4星 印度HCL Technologies(HCLT.NS) │5星 台灣瑞昱半導體(2379.TW)│5星 南韓Samsung Electro-Mechanics(009150.KS)│5星 印度GAIL(India)(GAIL.NS)│5星 菲律賓Manila Electric Company(MER.PS)│5星 新西蘭Spark New Zealand(SPK.NZ)│5星
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