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<Research>JPM's May Recommendation of CN Value & Growth Stocks (Table)
Recommend 152 Positive 248 Negative 130 |
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JPMorgan released its China market strategy report, stating that it has taken a constructive stance on China since October last year, and although it suspended its view in January this year, it resumed its stance in February. The broker is optimistic that the MSCI China Index and large-cap stocks can outperform the CSI 300 Index and small- and mid-cap stocks in May. JPM's base case target for the MSCI China Index at the end of this year is 66 points, and for the CSI 300 Index at the end of this year is 3,900 points. JPM's May list of recommended Chinese value and growth stocks is as follows: KE Holdings (BEKE.US) CHINA LONGYUAN (00916.HK) JD.com (JD.US) PING AN (02318.HK) CHINA LIFE (02628.HK) SUNNY OPTICAL (02382.HK) WEICHAI POWER (02338.HK) ZHONGJI INNOLIGHT (300308.SZ) BOE A (000725.SZ) KUAISHOU-W (01024.HK) KWEICHOW MOUTAI (600519.SH) CONTEMPORARY AMPEREX (300750.SZ) MENGNIU DAIRY (02319.HK) CM BANK (03968.HK) AAStocks Financial News |
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