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<Research>UBS Recommends 7 CN Internet Stocks; TENCENT, NTES-S, TRIP.COM-S Core Holdings
Recommend 30 Positive 42 Negative 13 |
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UBS released a report on the Chinese internet sector, recommending seven stocks. Three of these are low beta core holdings with visible earnings. TENCENT (00700.HK) is the top pick, highlighted for its short-term defensive earnings and bottom drivers, while also possessing long-term AI upside potential. Other recommended stocks include NTES-S (09999.HK), citing its product line upgrade cycle and continued overseas growth; and TRIP.COM-S (09961.HK), given its solid market leadership and reasonable valuation. The remaining four are higher beta names that are under-owned or have upside optionality. TAL Education (TAL.US), with its outstanding earnings growth but currently overlooked; BABA-W (09988.HK), which is a direct AI beneficiary with lowered expectations; BIDU-SW (09888.HK), with multiple catalysts and gradually releasing asset value; and MEITUAN-W (03690.HK), a stock poised for earnings recovery. AAStocks Financial News |
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