摩根士丹利发表报告,自下而上筛选出最受惠国企改革H股如下:股份|预测今年每股盈利增长|预测明年每股盈利增长中移动(00941.HK) +0.350 (+0.497%) 沽空 $1.19亿; 比率 8.996% |6%|16%*中电信(00728.HK) +0.020 (+0.452%) 沽空 $5.30百万; 比率 4.823% |11%|24%联通(00762.HK) +0.070 (+1.173%) 沽空 $8.22百万; 比率 6.364% |14%|26%中航信(00696.HK) +0.200 (+1.992%) 沽空 $1.41千万; 比率 21.653% |44%|23%*中石油(00857.HK) +0.090 (+1.238%) 沽空 $1.79亿; 比率 28.332% |8%|22%中远海能(01138.HK) +0.280 (+3.222%) 沽空 $2.02千万; 比率 13.821% |8%|31%工行(01398.HK) +0.030 (+0.725%) 沽空 $4.25亿; 比率 39.829% |1%|23%建行(00939.HK) +0.060 (+1.217%) 沽空 $3.20亿; 比率 13.365% |3%|32%农行(01288.HK) +0.010 (+0.282%) 沽空 $8.78千万; 比率 26.108% |4%|25%中行(03988.HK) +0.030 (+0.867%) 沽空 $6.73亿; 比率 29.985% |2%|26%信行(00998.HK) +0.060 (+1.376%) 沽空 $1.86千万; 比率 7.738% |8%|15%*中国中铁(00390.HK) +0.080 (+1.985%) 沽空 $5.33百万; 比率 5.857% |11%|46%中铝(02600.HK) +0.290 (+5.870%) 沽空 $6.44千万; 比率 25.320% |10%|68%*中建材(03323.HK) +0.030 (+1.038%) 沽空 $1.26千万; 比率 16.831% |15%|54%润地(01109.HK) +0.750 (+2.964%) 沽空 $9.05千万; 比率 18.342% |5%|56%*中海外(00688.HK) +0.760 (+6.260%) 沽空 $1.24亿; 比率 24.530% |9%|34%万象生活(01209.HK) +0.250 (+0.926%) 沽空 $2.36千万; 比率 14.870% |26%|54%*中海物业(02669.HK) +0.100 (+2.358%) 沽空 $8.38百万; 比率 24.016% |29%|66%*保利物业(06049.HK) +0.800 (+2.974%) 沽空 $5.88百万; 比率 6.420% |22%|70%润电(00836.HK) +0.140 (+0.711%) 沽空 $4.37千万; 比率 19.568% |27%|负5%相关内容《大行》大摩:中移动(00941.HK)首季EBITDA逊 惟获折旧与摊销费用减省抵销*亦符合该行自上而下选股准则(da/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-25 16:25。)