《大行》匯豐研究列出亞洲第三季最佳股票推介名單(表)
匯豐環球研究發表報告,在新興市場中建議增持中國內地及韓國,在新興市場按自下而上分析得出20隻股份(亞洲股票佔8隻)今年第三季的最佳投資選擇,條件是契合該行策略觀點、分析師為何看好該股票及具關鍵催化劑,所有推薦股票均為「買入」評級及市值至少為20億美元。
亞洲區
股份│目標價
騰訊(00700.HK)│650港元
小米-W(01810.HK)│80.4港元
美的(00300.HK)│105港元
地平線機器人(09960.HK)│10.2港元
南韓SK海力士(000660.KS)│3.6萬韓圜
印尼Bank Central Asia(BBCA IJ)│10,300印尼盾
印度Trent(TRENT.IN)│6,600印度盧比
印度Godrej Consumer Products(GCPL.IN)│1,420印度盧比
匯豐環球研究亦列出上述股份的催化劑((以下只列港股):
股份│催化劑
騰訊│遊戲表現或優預期,微信生態系統中推更多人工智能功能,分部利潤率表現可能好於預期
小米│未來產能擴張計劃,以滿足強勁的電動車需求,尤其是第二期和第三期設施;料自2027年起,電動車銷量將拓展至海外市場。
美的│夏季旺季空調銷售強勁、家電以舊換新補貼增加及關稅談判進度優於預期
地平線機器人│比亞迪「天神之眼」C車型量產,吉利G-Pilot H3車型將於今年下半年上市
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