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<Research>UBS: US Tariffs' Impact on Global Growth/ Stock Mkts May Pose Further Headwinds for CN Equities
UBS published a research report estimating that the US will account for only 3% of the revenue of MSCI China listed companies, and that a 54% US tariff on China and reciprocal tari...
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<Research>UBS: US Tariffs' Impact on Global Growth/ Stock Mkts May Pose Further Headwinds for CN Equities
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STOCK INFO

UBS published a research report estimating that the US will account for only 3% of the revenue of MSCI China listed companies, and that a 54% US tariff on China and reciprocal tariffs on other manufacturing centers could reduce companies profits by 1-2%.

If US tariffs are to rise to a potential 24% on a weighted average basis, the impact on global growth and equity market risk premium could be a further headwind and could be a more significant negative factor for Chinese equities.

Related NewsCMBI Ratings, TPs on Caterers (Table)
The broker continued to favor domestic consumers in China due to low valuation, relative insulation from geopolitics and tariffs and the potential for the government to support growth by boosting consumption.

A-shares may provide better venue for risk diversification as they underperformed relative to H-shares during the year and are relatively insulated from geopolitical influences.

The following table lists UBS' top pick list:

Related NewsCICC Ratings, TPs for CN Dotcoms (Table)
Stock│ Rating│ TP
New Oriental Education & Technology Group (EDU.US)      │Buy│US$76.2
NetEase(NTES.US)      │Buy│US$133
NAURA(002371.SZ)  +3.160 (+0.725%)   │Buy│RMB545
TENCENT (00700.HK)  -0.500 (-0.098%)    Short selling $278.07M; Ratio 7.558%   │Buy│$676
Alibaba Group Holding (BABA.US)      │Buy│US$176

CCB(00939.HK)  +0.050 (+0.625%)    Short selling $263.17M; Ratio 19.074%   │Buy│$7.4
CRRC (01766.HK)  0.000 (0.000%)    Short selling $1.05M; Ratio 3.298%   │Buy│$6.6
ZIJIN MINING (02899.HK)  +0.280 (+1.454%)    Short selling $119.87M; Ratio 34.612%   │Buy│$24.5
YUTONG BUS(600066.SH)  +0.510 (+2.067%)   │Buy│RMB38
KINGSOFT OFFICE(688111.SH)  +6.990 (+2.603%)   │Buy│RMB420

YANGTZE POWER(600900.SH)  +0.260 (+0.850%)   │Buy│RMB33.7
ANJOY FOODS(603345.SH)  +0.560 (+0.733%)   │Buy│ RMB98
TSINGTAO BREW (00168.HK)  +0.500 (+0.980%)    Short selling $2.88M; Ratio 4.722%   │Buy│$63.27
Yum China Holdings(YUMC.US)      │Buy│US$57.26
GUJING DISTILLERY(000596.SZ)  -1.150 (-0.832%)   │Buy│RMB208.61

Related NewsG Sachs Expects 10-11% GMV Growth in 2025 618 Festival, Prefers JD/ KUAISHOU
GREE APPLIANCES(000651.SZ)  +0.400 (+0.891%)   │Buy│RMB58.5
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-25 12:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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