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<Research>M Stanley's China SOE Reform Investment Theme Stock List (Table)
Recommend 82 Positive 164 Negative 83 |
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Morgan Stanley issued a China Equity Strategy Report. The broker reiterated its base-case target forecasts of 16,000 pts and 5,450 pts for HSI and HSCEI at the end of this year. Based on the strengthening of domestic liquidity support and direct stabilisation measures in the A-share market, and the recent "Article Nine" policies which encourage listed companies to pay more dividends and increase shareholder returns, the broker expected that stocks with the state-owned enterprise (SOE) reform theme will benefit. Morgan Stanley's China SOE Reform investment theme stock list is as follows: CHINA RAIL CONS (01186.HK) CHINA RAILWAY (00390.HK) KUNLUN ENERGY (00135.HK) MERCHANTS SHIPPING (601872.SH) JIANGXI COPPER (00358.HK) CPIC (02601.HK) PICC P&C (02328.HK) SINOMA SCI & TECH (002080.SZ) CRRC (01766.HK) PINGGAO ELEC (600312.SH) XJ ELEC (000400.SZ) NARI (600406.SH) PETROCHINA (00857.HK) BAO IRON (600019.SH) CNBM (03323.HK) CNOOC (00883.HK) CHINA TELECOM (00728.HK) CONCH CEMENT (00914.HK) CONCH CEMENT (600585.SH) ZIJIN MINING (601899.SH) ZIJIN MINING (02899.HK) AAStocks Financial News |
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