CMBI Research China and Hong Kong Stock Recommendations (July and August 2024)
CMB International Capital Corporation It is a wholly owned subsidiary. China Merchants Bank (Hong Kong: 3968 / shaman: 600036 /OTCMKTS: chicky /OTCMKTS: CIHHF) – one of the largest banking groups in China and the largest private bank. They consistently put out free research materials (posted on their website). china and Hong Kong Stock Recommendations (References First page For a complete list, see: Tags For us EM Stock Pick Tier Sheet)
Inventory handled this month August This post includes:
Akeso, PICC Property and Accident, DPC Dash, Baozun, BYD Electronic International, AK Medical, Innovent Biologics, Sany Heavy Equipment International Holdings, Hangzhou Tigermed Consulting, Tongda Group Holdings, Great Wall Motor, BYD Company, Li Auto, Nongfu Spring, Proya Cosmetics, Hansoh Pharmaceutical Group Company, Intron Technology, Shengyi Tech, Shennan Circuits, Meituan, Greentown Management Holdings Company, NAURA Technology Group, ANTA Sports Products, Zhejiang Dingli Machinery, SenseTime, Jiangsu Hengli Hydraulic, Trip.com, TK Group Holdings, Ping An, Jiumaojiu International Holdings, Greentown Service Group, PDD Holdings or Pinduoduo, China Tower Corp, AIA Group, iQIYI, Tuhu Car, Cloud Music, Weibo Corp, 3SBio Inc, Zhongji Innolight, Luxshare Precision Industry, Poly Property Services, Yonyou Network Technology , BOE Varitronix, WuXi Biologics, Aac Technologies Holdings, Onewo Inc, CSPC Pharmaceutical, Baidu, Minth Group, NetEase, Bilibili, Xiaomi Corp, Geely Automobile Holdings, Will Semiconductor, Sunny Optical, ZTO Express, Xtep, Sichuan Kelun-Biotech Biopharmaceutical, J&T Global Express, Giant Biogene Holding, XPeng, Tongcheng Travel Holdings, Kuaishou Technology, CR Beer, Yancoal Australia, RemeGen, Li Ning, Kingdee International Software Group, ZTE, China Hongqiao Group, BaTeLab Co Ltd, Samsonite International, GoerTek, Alibaba, JD .com, Tencent, China Lilang, FIT Hon Teng (Foxconn Interconnect Technology), Tencent Music Entertainment Group, Q Technology (Group) Company, 361 Degrees International Limited, Ke Holdings, Jiangxi Rimag Group, Hua Hong Semiconductor, BeiGene, Horizon Construction Development , Yum China, Yuexiu Transport Infrastructure Tongda Group Holdings, ImmuneOnco Biopharmaceuticals, Herchimed & New Oriental Education
Inventory handled this month July (but not covered again in August) This post includes:
WuXi AppTec, Chow Tai Fook Jewelry Group, QuantumPharm and China MeiDong Auto Holdings
They also publish a monthly list and post it on their website. 20+ Highly Convincing Stock Ideas – That is, Chinese stock recommendations (refer to our company) May, June, July, August, September, October, November, december, January-February, March, april, May & June (A post summarizing this) But this list doesn’t change much every month. Stocks covered by CMBI August Included in this post are the following, along with a list (including additions and deletions) and updated statistics and charts:
Riot, Geely Automobile, Zoomlion Heavy Industry, Zhejiang Dingli, Bosideng, JNBY, Extep, Besink, Guizhou Moutai, Beijin, Shenzhen Mindray Biomedical Electronics, China Pacific Insurance (Group), PICC General Insurance, Tencent, Alibaba, PDD Holdings, Amazon.com, CR Land, FIT Honteng (Foxconn Interconnect Technology), Xiaomi, BYD Electronic International, Zhongji Innolight, Nowra Technology Group, Kingdi International Software Group.
As a reminder, there is an entire index of Chinese stocks that I cover in this and other stock recommendations.
From another perspective, (Soros funded…) Institute for New Economic Thinking There’s a seven-part series on China’s rise that I haven’t had a chance to see or listen to yet, but the byline is intriguing.
China’s economy
How can we understand the bright and dark sides of China’s spectacular rise? Through the lens of American history.
In this seven-part series:Yuen Yuen Ang explains how China rose from poverty to become the world’s second-largest economy. Rejecting popular assumptions about Chinese exceptionalism, she shows that China’s path to a mix of wealth and capitalist excess is more similar to the American experience than most people think.
Additionally, after each short video (or lesson), a summary is provided with links to additional resources.
Back to the CMBI study: When you click on the CMBI website, you will see the following message: No pop-ups Although it may be a question of what kind of investor I am or where I stand, at the end of each research report there is a disclaimer that readers should be aware of:
This post is no You must cite directly from the research paper itself (in addition to citing the title of the linked research report – keep in mind the disclosure requirements above).
To make your life easier, this article contains:
This is a title with the stock name written on it.
A brief description of the stock picks, including links to IR pages and stock quotes from Yahoo! Finance.
A link to a Wikipedia page (if it’s worth it…)
The report title is linked to the file page for stock selection on the CMBI website.
Price/book value ratio (most recent quarter) and expected or trailing P/E, and dividend yield linked to Yahoo! Finance statistics page.
The latest long-term technical charts are linked from Yahoo! Finance.
And as always, this post Provided for informational purposes only. (and to make your life easier…). It does not constitute investment advice and/or recommendation…
Coming (Hong Kong: 9926 / turn off: 4RY /OTCMKTS: Akesup) Founded in 2012 biopharmaceutical company We are dedicated to researching, developing, manufacturing and commercializing innovative antibody drugs that can be used without burden by patients around the world.
The company has built a unique integrated R&D innovation system with a comprehensive end-to-end drug development platform (ACE platform) and a bispecific antibody drug development technology (Tetrabody) as its core, a GMP-compliant production system, and a commercialization system with an advanced operating model.
With a fully integrated, multi-functional platform, Akeso has a robust pipeline of over 30 innovative assets in-house developed across key therapeutic areas including cancer, autoimmune diseases, inflammation, metabolic diseases and others. Akeso has successfully commercialized three innovative biologics (one out-licensed), has 19 assets in clinical development, and has 13 pivotal/Phase 3 clinical trials underway. June 2022, 开坦尼® (PD-1/CTLA-4 bispecific antibody, cardonilimab injection) has been approved by the NMPA and is the first oncology dual immune checkpoint inhibitor bispecific antibody to receive marketing approval worldwide. Another oncology product discovered and developed internally by Akeso, 安尼可® (PD-1 monoclonal antibody, fenpulimab injection) received marketing approval in China in August 2021. In December 2022, the company out-licensed ivonesimab (PD-1/VEGF bispecific antibody, AK112), a breakthrough bispecific antibody with a total potential transaction value of up to $5 billion, to Summit Therapeutics for development and commercialization in the United States, Canada, Europe and Japan.
PICC Property & Casualty Corporation (Hong Kong: 2328) am Largest non-life insurance company Founded in 2003 in mainland China. It was one of the three subsidiaries of the People’s Insurance Company of China. PICC P&C is mainly engaged in providing property and casualty insurance products. It operates insurance business through automobile, commercial property, cargo, liability, accidental injury and health, agriculture, homeowners and credit.
DPC DASH (Hong Kong: 1405 / turn off: X12 /OTCMKTS: DPCDF) ~is Domino’s Pizza’s Exclusive Master Franchise Located in Mainland China, Hong Kong SAR of China and Macao SAR of China. Their global franchises, Domino’s Pizza Co., Ltd. (NYSE: DPZ)is the world’s largest pizza company by global retail sales.
They adopted and built on Domino’s Pizza’s business model by localizing key features for China and Chinese consumers, focusing on delivering high-quality, handcrafted pizza at competitive prices with improved ordering accessibility and efficient delivery through technological innovation.
