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<Research>UBS Names CKI HOLDINGS as Top Pick Among HK Utilities, Followed by POWER ASSETS
UBS has released a report maintaining an optimistic outlook on Hong Kong utility stocks, but it stressed that global uncertainties persist even though US-China tariff tensions have...
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<Research>UBS Names CKI HOLDINGS as Top Pick Among HK Utilities, Followed by POWER ASSETS
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UBS has released a report maintaining an optimistic outlook on Hong Kong utility stocks, but it stressed that global uncertainties persist even though US-China tariff tensions have cooled down recently, and US inflation data coming in below expectations may drag down US Treasury yields and rekindle expectations for Fed's rate cuts in 2H.

The report also mentioned that the weakening USD may provide strong support for CKI HOLDINGS (01038.HK)  -0.150 (-0.287%)    Short selling $4.21M; Ratio 15.647%   and POWER ASSETS (00006.HK)  -0.850 (-1.613%)    Short selling $38.18M; Ratio 49.238%   , especially considering their huge overseas exposure. Meanwhile, cyclical growth in overseas regulated utilities will further solidify earnings visibility and dividend sustainability.

Related NewsCLP HOLDINGS 1Q25 Electricity Sales in HK Drop 2.6% YoY; 1st Interim Div. Kept at HKD0.63
UBS' top pick was CKI HOLDINGS, followed by POWER ASSETS, CLP HOLDINGS (00002.HK)  +0.400 (+0.604%)    Short selling $9.25M; Ratio 9.717%   , and HKELECTRIC-SS (02638.HK)  -0.010 (-0.177%)    Short selling $19.74K; Ratio 0.309%   .

Stock│Investment Rating│Target Price
CKI HOLDINGS (01038.HK)  -0.150 (-0.287%)    Short selling $4.21M; Ratio 15.647%   │Buy│HKD73
POWER ASSETS (00006.HK)  -0.850 (-1.613%)    Short selling $38.18M; Ratio 49.238%   │Buy│HKD70
CLP HOLDINGS (00002.HK)  +0.400 (+0.604%)    Short selling $9.25M; Ratio 9.717%   │Buy│HKD74
HKELECTRIC-SS (02638.HK)  -0.010 (-0.177%)    Short selling $19.74K; Ratio 0.309%   │Buy│HKD5.8→6
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-05-21 12:25.)

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