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《大行》瑞銀列出最新中國市場模擬組合名單(表)
瑞銀發表中國市場股票策略報告,列出最新中國市場模擬組合股份名單,均予「買入」投資評級,指驅動股票表現的關鍵因素包括:1)盈利提升潛力;2)高股息收益率股票(即股息率高於6%的股票);3)高收入增長;4)創新潛力。該行指上述模擬組合新納入小商品城(600415.SH)及比亞迪(01211.HK),同時剔出建行(00939.HK)、青島啤酒(00168.HK)及格力電器(000651.SZ)。
股份│目標價
中移動(00941.HK)│101港元
網易(NTES.US)│152美元
北方華創(002371.SZ)│419.6元人民幣
騰訊(00700.HK)│710港元
中國中車(01766.HK)│6.6港元
招金礦業(01818.HK)│23.6港元
宇通客車(600066.SH)│38元人民幣
金山辦公(688111.SH)│340元人民幣
長江電力(600900.SH) │32.5元人民幣
阿里(BABA.US)│158美元
萬國數據(GDS.US)│45美元
#小商品城(600415.SH)│21.64元人民幣
#比亞迪(01211.HK)│180港元
#:新納入
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