CMBI Research China and Hong Kong Stock Recommendations (October 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 October This post includes:
Tuhu Car, China Life, Innovent Biologics, BYD Company, GoerTek, Tsingtao Brewery, Yonyou Network Technology, Will Semiconductor, Zhejiang Dingli, Shennan Circuit, Shengyi Tech, Hangzhou Tigermed Consulting, Great Wall Motor, Glodon, Guangzhou Automobile Group, Li Ning, Shanghai Jahwa, FIT Hon Teng, Topsports, Luxshare Precision Industry, Kweichow Moutai, CSPC Pharmaceutical, Bilibili, Zhongji Innolight, China Three Gorges Renewables Group Co Ltd (CTGR Group), Kuaishou Technology, Baidu, iQIYI, Budweiser APAC, Xtep, Tencent, Weichai Power, GigaCloud Technology, Sunny Optical, JD.com, ANTA Sports Products, Alibaba, ZTE, China Tourism Group Duty Free, Tongcheng Travel Holdings, CR Power, BYD Electronic International and Samsonite International.
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, Augustand September A post summarizing this) However, this list doesn’t change much from month to month. 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, SANY International, ANTA Sports Products, Weichai Power, Zhejiang Dingli, CR Power, CR Gas, ANTA Sports Products, JNBY Design, Vesync, CR Beer, Tsingtao Brewery, Kweichow Moutai, China Tourism Group Duty Free Shop (CTGDF) ), Innovent Biologics, China Life, Ping An, AIA, Tencent, Pinduoduo, NetEase, Alibaba, Kuaishou Technology, CR Land, BYDE, Wingtech & Kingdee
This interesting piece and others like it have been making the rounds this week.
Trillion-Dollar Bailouts: What Xi Really Wants from Biden (OilPrice.com)
Despite mainland China’s severe economic crisis since 2015, President Xi has taken minimal steps to address it.
During his visit to San Francisco, President Xi desperately asked President Biden for a $900 billion bailout for the Chinese economy.
This leak comes from within the Chinese Communist Party and indicates that there are forces seeking to topple Xi Jinping.
To be honest, I’m not sure if this is the latest propaganda from the “coming collapse of China” crowd. Change the words Xi and China and insert Biden and USA in their place.
But that doesn’t mean China and Xi Jinping have problems at home. Because the truth is always somewhere between the sharp voices of pro-China and anti-China voices.
Get CMBI’s stock research results: When you click on the CMBI website, you will see the following message: No pop-ups They ask me what type of investor I am or where I am located. However, at the end of each research report there is a disclaimer that readers should be aware of:
This post is no You must quote directly from the research paper itself (beyond giving a title to the linked research paper – keeping the disclosures above in mind).
To make your life easier, this post includes:
A title containing the stock name.
IR page link and Yahoo! This is a brief explanation of stock prices. Jae Won.
Link to Wikipedia page (for what it’s worth…)
This is the title of the report linked to the files page on the CMBI website regarding stock selection.
Forward or backward P/E and dividend yield linked back to Yahoo! This is a financial statistics page.
The latest long-term technical charts financial resources linked back to Yahoo!
And as always, this post Provided for informational purposes only (And to make your life easier…). This does not constitute investment advice and/or recommendations…
tuhu car (Hong Kong: 9690) is one of the leading On/offline integrated platform for car services In China. By providing a digitalized, on-demand service experience based on a customer-centric model and streamlined supply chain, we directly address the diverse product and service requirements of car owners and build an automotive service platform comprised of car owners, suppliers, car service stores, and car service stores. Build. other participants.
As of June 30, 2023, there are over 100 million registered users of our flagship product ‘Tuhu Automotive Service (途虎養車)’ app and online interface. And it had over 18 million trading users in the last 12 months ending June 30, 2023. Their platform is the largest community of car owners amassed by car service providers in China.
As of June 30, 2023, the service network of 5,129 Tuhu workshops and more than 20,000 partner stores covers most county-level cities across the country. Tuhu is China’s leading independent car service brand in terms of number of car service stores operated and brand awareness.
China Life Insurance (Hong Kong: 2628 /shaman: 601628 /OTCMKTS: purpose) It is China’s largest life insurance company by market share.
Innovative biological agents (Hong Kong: 1801 / at: 6IB /OTCMKTS: IVBXF / IVBIY) We have built a fully integrated, cross-functional platform that includes R&D, chemistry, manufacturing and controls (CMC), clinical development and commercialization capabilities, leveraging this to build a pipeline of 35 valuable assets spanning oncology, metabolic diseases, immunology and other areas. developed. Main therapeutic areas.
