CMBI Research China and Hong Kong Stock Recommendations (September 2024)
I’ve spent some time organizing my stock index posts, with most postings covering Chinese stocks. I’ll add a link to the emoji to the Wikipedia entry, which may actually be a useful resource. Especially when there were stocks, it was embroiled in controversy… ):
yes:
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 page To see the full list tag for us EM Stock Pick Tear Sheet).
But maybe Other providers offering similar free stock and other types of research reports on China and Hong Kong stocks (Even if you hate these markets, they are too big to ignore completely. Example: Chinese EV, sporting goods, e-commerce and other companies are increasingly able to compete and gain market share globally at the expense of their Western rivals.… ). I’m thinking of replacing the CMBI Research posts with monthly or bi-monthly posts covering Chinese stock research from multiple sources, using much shorter stock descriptions of stock indices (at the very least, I’ll shorten and strengthen the posts…). It will probably include some P/B, P/E, dividend statistics and long-term charts.
It’s something I absolutely hate when writers and others throw links or stock names out there (without a link to an IR page or quote) and expect readers to be knowledgeable about the stock and what they do. And I know that any research from banks or investment firms like CMBI (several…) should be taken with a grain of salt. But what they say, along with some key statistics, will tell you whether the stock is worth doing your own due diligence.
Stocks covered by CMBI Research this month September This post includes:
China Hongqiao Group, ANTA Sports Products, Haier Smart Home, EVA Precision Industrial Holdings, Topsports, Binjiang Service Group, JNBY Design, NIO Inc, New Hope Service Holdings, China Pacific Insurance, Haidilao International Holding, Jinmao Property Services, Wingtech Technology, Maxscend Microelectronics, China Life Insurance, Shanghai United Imaging Healthcare, Atour Lifestyle Holdings, Shenzhen Mindray Bio-Medical Electronics, Sany Heavy Equipment International Holdings, Zoomlion Heavy Industry, Guangzhou Automobile Group, Jinxin Fertility Group, Joinn Laboratories China, China Yongda Automobile Services Holding & China Meidong Automobile Holdings
They also put out monthly lists (and post them on their website). 20+ High Conviction Stock Ideas – i.e. Chinese stock recommendations (our May, June, July, August, September, October, November, december, January – February, March, april, May, June and July~August A post summarizing this) However, this list doesn’t change much from month to month. Stocks Covered by CMBI September Here’s the list (including additions and deletions) and what’s included in this post, along with updated stats and charts:
Li Auto, Geely Automobile, Zoomlion Heavy Industry, Zhejiang Dingli, Bosideng, JNBY, Holdings, Greentown Service Group, CR Land, FIT Hon Teng (Foxconn Interconnect Technology), Xiaomi, BYD Electronic International, Zhongji Innolight, NAURA Technology Group and Kingdee International Software Group.
Short ideas: Sinotruk Hong Kong Ltd.
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. financial resources.
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.
It is the price/book (most recent quarter) ratio plus the forward or trailing P/E plus the dividend yield tied 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…
China Hongqiao Group (Hong Kong: 1378 / turn off: H0Q /OTCMKTS: CHHQF / CHHQY) It is one of the world’s largest aluminum producers, covering the entire aluminum industry chain. Hongqiao specializes in producing thermoelectric, mining and aluminum products. The diverse product portfolio includes alumina, high-temperature liquid aluminum alloys, aluminum alloy ingots, rolled cast aluminum alloy products, aluminum busbars, high-precision aluminum plates with foil and new materials. It was listed on the main board of the Hong Kong Stock Exchange in 2011. By the end of 2023, Hongqiao’s total assets reached 200.32 billion yuan.
ANTA sports products (Hong Kong: 2020 / turn off: AS7 /OTCMKTS: Andy /OTCMKTS: ANPDF) It is engaged in the design, R&D, manufacturing, marketing and sales of professional sports products, including footwear, apparel and accessories, to Chinese consumers. By embracing all-round brand portfolio include forward, file, descent and sports columnForming a consortium of investors for a successful acquisition amer sports 2019 (Global sportswear group with internationally recognized brands) Arc’teryx, Salomon, Wilson, Peak Performance, Atomic, etc.), ANTA Sports aims to unleash the potential of both the mass and luxury sportswear markets.
Haier Smart Home (Hong Kong: 6690 /shaman: 600690 /OTCMKTS: HSHCY /OTCMKTS: HRSHF) We are involved in the research, development, production and sales of smart home appliances, including refrigerators/freezers, washing machines, air conditioners, water heaters, kitchen appliances, small appliances and smart home scene solutions.
