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<Research>Nomura Lists Core Long-Position Portfolio for APxJ Stocks (Table)
Recommend 24 Positive 40 Negative 19 |
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Nomura released its 2026 outlook report for the Asia ex-Japan market, outlining a core long-position portfolio of Asian stocks (only H-shares, A-shares, and Chinese ADRs are included): Stocks | Recommended Portfolio Deployment Ratio TENCENT (00700.HK) | 7.5% BABA-W (09988.HK) | 6.2% AIA (01299.HK) | 2.4% CM BANK (03968.HK) | 2.3% PING AN (02318.HK) | 2% NTES-S (09999.HK)│2% JD-SW (09618.HK)│2% HKEX (00388.HK)│1.6% CATL (300750.SZ)│1.5% ANTA SPORTS (02020.HK)│1.5% MIDEA GP (000333.SZ) │1.5% BYD COMPANY (01211.HK)│1% Yum China (YUMC.US)│1% Tencent Music (TME.US)│1% WUXI APPTEC (02359.HK)│1% VICTORY GIANT TECHNOLOGY (300476.SZ) │1% SYTECH (600183.SH)│1% ORBBEC (688322.SH)│1% LAOPU GOLD (06181.HK)│0.5% AASTOCKS Financial News Website: www.aastocks.com |
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