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<Research>JPM Raises MSCI HK Index Base Target to 16,500; Top Picks HKEX/ AIA/ TECHTRONIC IND/ SHK PPT/ LINK REIT
Recommend 33 Positive 30 Negative 27 |
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Given the favorable fundamental outlook and liquidity conditions, JP Morgan raised its base / bull / bear case targets for the MSCI Hong Kong Index to 16,500 / 17,300 / 14,500, implying potential changes of 7% / 12% / -6% from current levels, respectively. The broker upgraded the real estate sector to Overweight, adjusted utilities to Neutral, with funding sourced from downgrading consumer discretionary to Underweight. Its top picks include HKEX (00388.HK) and AIA (01299.HK) (benefiting from capital market leverage and improved wealth effects), TECHTRONIC IND (00669.HK) (with upside potential related to AI and resilient US demand), as well as SHK PPT (00016.HK) and LINK REIT (00823.HK) (on expectations of an improving property cycle). Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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