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<Research>Nomura Lists Recommended CN Allocations & Stock Weightings in Asia-ex-Japan (Table)
Nomura reiterated its "Tactically Overweight" rating for China, and recommended a portfolio weight of 34.3% in mainland Chinese stocks in Asia (ex-Japan). It listed the r...
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<Research>Nomura Lists Recommended CN Allocations & Stock Weightings in Asia-ex-Japan (Table)
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126
Positive
209
Negative
102
 
SHORT SELL
 
STOCK INFO

Nomura reiterated its "Tactically Overweight" rating for China, and recommended a portfolio weight of 34.3% in mainland Chinese stocks in Asia (ex-Japan). It listed the relevant Chinese stocks and portfolio weights:

Only Chinese stocks are listed:
Shares│Recommended portfolio weights in Asia (ex-Japan)
BABA-W (09988.HK)  -4.200 (-3.556%)    Short selling $2.60B; Ratio 11.170%   │7%
TENCENT (00700.HK)  -12.300 (-2.409%)    Short selling $915.20M; Ratio 6.481%   │6.5%
CM BANK (03968.HK)  -0.550 (-1.112%)    Short selling $236.46M; Ratio 14.907%   │2.5%
BYD COMPANY (01211.HK)  -13.200 (-3.251%)    Short selling $973.82M; Ratio 10.079%   │2.3%
PING AN (02318.HK)  -0.250 (-0.539%)    Short selling $566.84M; Ratio 27.011%   │2%
NTES-S (09999.HK)  -9.500 (-4.745%)    Short selling $538.63M; Ratio 9.472%   │1.5%
JD-SW (09618.HK)  -2.900 (-2.200%)    Short selling $405.01M; Ratio 13.974%   │1.5%
ANTA SPORTS (02020.HK)  -4.150 (-4.167%)    Short selling $351.35M; Ratio 24.829%   │1.5%
MIDEA GROUP (00300.HK)  -1.350 (-1.612%)    Short selling $45.64M; Ratio 8.067%   (000333.SZ)  +0.080 (+0.101%)   │1.5%
Shengyi Technology (600183.SH)  -0.540 (-2.019%)   │1%
Shuanghuan Driveline (002472.SZ)  -0.770 (-2.362%)   │1%
YUM CHINA (09987.HK)  -1.400 (-0.402%)    Short selling $13.77M; Ratio 6.994%   │1%
BEKE-W (02423.HK)  +0.550 (+1.114%)    Short selling $704.16M; Ratio 48.031%   │1%
CATL (03750.HK)  -5.200 (-1.685%)    Short selling $1.09B; Ratio 36.500%   (300750.SZ)  -1.850 (-0.735%)   │1%
Luxshare (002475.SZ)  -1.010 (-3.216%)   │1%
Mindray (300760.SZ)  -1.840 (-0.808%)   │1%
SUNNY OPTICAL (02382.HK)  -2.950 (-4.657%)    Short selling $257.23M; Ratio 23.491%   │1%
--------------------------------
The broker also listed the MSCI Hong Kong Stock Selection portfolio weights in Asia (ex-Japan) with a total weight of 4.2%, with a rating of Underweight.

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List of relevant Hong Kong stocks and portfolio weights:

Shares│Recommended portfolio weights in Asia (ex-Japan)
AIA (01299.HK)  +0.650 (+1.000%)    Short selling $757.78M; Ratio 20.408%   │2.5%
HKEX (00388.HK)  -4.600 (-1.149%)    Short selling $337.76M; Ratio 14.034%   │1.7%
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-05-30 16:25.) (A Shares quote is delayed for at least 15 mins.)

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