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<Research>Citi Lists CN Stock Themes Potentially Benefitting From Policies at 3rd Plenum (Table)
Recommend 409 Positive 292 Negative 478 |
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Citi released a report, listing Chinese stocks that can potentially benefit from policies decided at the Third Plenum of the CCP Central Committee. Only Hong Kong-listed stocks are listed below. Themes: (1) Structural Reforms Chance: 3 Stars Related sectors: Utilities and power grid equipment, Domestic real estate, Insurance Shares: CGN POWER (01816.HK) CHINA LONGYUAN (00916.HK) CHINA RES LAND (01109.HK) GREENTOWN MGMT (09979.HK) CHINA OVERSEAS (00688.HK) CHINA LIFE (02628.HK) PICC P&C (02328.HK) (2) Cross-border Trade Barriers Chance: 3 Stars Related Sectors: Automotive, Consumer, Semiconductor, Hardware, Communications infrastructure, Internet, Utilities and power grid equipment Shares: BYD COMPANY (01211.HK) HAIER SMARTHOME (06690.HK) ASMPT (00522.HK) (3) State-Owned Enterprises (SOE) Reform Chance: 3 Stars Related sectors: Telecommunications, Domestic banking, Domestic insurance, Raw materials Shares: CHINA MOBILE (00941.HK) CHINA TELECOM (00728.HK) CHINA UNICOM (00762.HK) CCB (00939.HK) PSBC (01658.HK) CHINA LIFE (02628.HK) PICC P&C (02328.HK) CONCH CEMENT (00914.HK) CNBM (03323.HK) CR BLDG MAT TEC (01313.HK) CHINA SHENHUA (01088.HK) CHINA COAL (01898.HK) DONGFANG ELEC (01072.HK) (4) Property Market Relaxation Chance: 2 stars Related sectors: Domestic property, Domestic banking, Domestic insurance, IT services and software Shares: CHINA RES LAND (01109.HK) GREENTOWN MGMT (09979.HK) CHINA OVERSEAS (00688.HK) CCB (00939.HK) PSBC (01658.HK) CHINA LIFE (02628.HK) PICC P&C (02328.HK) CHINASOFT INT'L (00354.HK) (5) Overcapacity Problem Shares: Chance: 2 stars Related sectors: Photovoltaic, Raw materials, Semiconductors CHINAHONGQIAO (01378.HK) CHALCO (02600.HK) CMOC (03993.HK) ZIJIN MINING (02899.HK) SUNNY OPTICAL (02382.HK) BABA-SW (09988.HK) (6) Ageing Population Chance: 2 stars Related sectors: Healthcare, Consumer Shares: SINOPHARM (01099.HK) NONGFU SPRING (09633.HK) (7) Consumption Chance: 1 star Related Sector: Consumer Shares: LI NING (02331.HK) HAIDILAO (06862.HK) HAIER SMARTHOME (06690.HK) TENCENT (00700.HK) MEITUAN-W (03690.HK) (8) Importance of Private-Owned Enterprises (POE) Chance rate: 1 star Related Sector: Internet Shares: TENCENT (00700.HK) MEITUAN-W (03690.HK) CHINASOFT INT'L (00354.HK) AAStocks Financial News |
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