CMBI Research China and Hong Kong Stock Recommendations (November 2023)
CMB International Capital Corporation It is a wholly owned subsidiary of . China Merchants Bank (Hong Kong: 3968 /shaman: 600036 /OTCMKTS: chicky /OTCMKTS: CIHHF) – one of China’s largest banking groups and the largest privately owned bank. They consistently release free research pieces and post them on their website. china and Hong Kong Stock Recommendations (our first chapter To see the full list tag for us EM Stock Pick Tear Sheet)
Stocks covered this month November This post includes:
Zhihu Inc, Bilibili, Bosideng International Holdings, Meituan, PDD Holdings, Yunnan Botanee Bio-Tech Group, Giant Biogene Holding, DPC Dash, Baozun, iQIYI, Trip.com, Baidu, Tongcheng Travel Holdings, Kuaishou Technology, Xiaomi Corp, AK Medical , Atour Lifestyle Holdings, ZTO Express, Alibaba, NetEase, JD.com, Mobvista, XPeng, Tencent, Huya Inc, Tencent Music Entertainment Group, Xtep, Samsonite International, BeiGene, Hutchmed, Weibo Corp, Li Auto, FIT Hon Teng, CR Power, FriendTimes Inc, Ke Holdings, Netflix, YUM China, BYD Electronic International, Joinn Laboratories China, SANY International, Prada SpA, China Longyuan Power Group Corp, Haier Smart Home, RemeGen, WuXi AppTec, Inner Mongolia Yili Industrial Group, Maxscend Microelectronics & Budweiser APAC
They also put out monthly lists (and post them on their website). 20+ High Conviction Stock Ideas – i.e. Chinese stock recommendations (our In May, June, July, August, September, and October A post summarizing this) However, these lists typically don’t change much from month to month. (although there were 8 deletions in November). The stocks included in the CMBI October list (including additions and deletions) and included in this post along with updated statistics and charts are:
Li Auto, Geely Automobile, ANTA Sports Products, Weichai Power, Zhejiang Dingli, CR Power, CR Power, CR Gas, JNBY, JS Global, Vesync, CR Beer, Tsingtao Brewery, Kweichow Moutai, Innovent Biologics, China Life, Ping An, AIA, Tencent, Pinduoduo, Netflix, NetEase, Alibaba, Kuaishou, CR Land, BYDE, Innolight, Wingtech & Kingdee
As the South China Morning Post just reported, it’s been another tough year for stocks in China and Hong Kong.
Ongoing pain: 90% of Chinese equity funds are struggling, with US$1 trillion lost in market value. (SCMP)
Of China’s 941 equity funds, only 70 have posted positive returns this year, according to the financial data provider. 51iFind
The CSI 300 index has been declining for three straight years, losing about 14% so far this year.
The following administrators are mentioned in the article: Overweight on the “new energy” topic caused the greatest loss.. However, one fund manager said: Quality consumer goods, internationally competitive large manufacturing companies, innovative technology companies It still has tremendous potential to generate solid returns. That means it’s worth taking a closer look at some of the stocks CMBI has covered recently.
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Jihoo Co., Ltd. (NYSE: ZH) I am the operator of Zhihu. A leading online content community It’s where people come to find solutions, make decisions, get inspired, and have fun. According to CIC, Zhihu is one of the top five comprehensive online content communities in China and the largest Q&A-inspired online community in terms of average mobile MAU and revenue in 2019, 2020, and 2021.
It has grown from a Q&A community into one of China’s largest comprehensive online content communities. At Zhihu, users explore and enjoy content that expands their horizons, provides solutions, and resonates with their hearts. This is called ‘satisfying content’ (internal content).
The Zhihu model centers on a virtuous cycle that seeks to achieve content balance between what content creators contribute and what users consume. Users and content creators actively interact with each other and share knowledge, experiences, and insights to form a content ecosystem that covers a wide range of industries and topics across a variety of content formats.
Bilibili (NASDAQ: was) An iconic brand Best video community Starting in the mid-2010s, Bilibili began expanding from its original niche of focusing on animation, comics, and games (ACG) to a wider audience, becoming one of China’s leading over-the-top streaming platforms offering video. It is done. Documentaries, variety shows, and other original programming are produced on demand.
Bossideng International Holdings (Hong Kong: 3998 / at: 3BD /OTCMKTS: BSDGY / BSDGF) It is a famous telecommunication company in China. down clothing brands. Established in 1976, the group started its business under extremely difficult circumstances under the leadership of Mr. Gao Dekang.
The group has grown into a down clothing company that is widely recognized by consumers and a leader in the development of the industry, focusing on the down clothing business. of the current group down clothing brands include Bossin, Snowflying, Wengenetc. These brands have helped the Group meet the needs of different customer groups and strengthen its position as a market leader in China. Among them, Bosideng brand’s down clothing business has maintained the industry lead in terms of sales volume in China for 27 consecutive years (1995-2021).
of the current group women’s clothing brands include Jessie, Buobuo, Korean, KLOVA; And the school uniform brand is Samite.
