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<Research>Nomura Lists Recommended CN Allocations & Stock Weightings in Asia-ex-Japan (Table)
Recommend 125 Positive 209 Negative 102 |
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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)│7% TENCENT (00700.HK)│6.5% CM BANK (03968.HK)│2.5% BYD COMPANY (01211.HK)│2.3% PING AN (02318.HK)│2% NTES-S (09999.HK)│1.5% JD-SW (09618.HK)│1.5% ANTA SPORTS (02020.HK)│1.5% MIDEA GROUP (00300.HK)(000333.SZ)│1.5% Shengyi Technology (600183.SH)│1% Shuanghuan Driveline (002472.SZ)│1% YUM CHINA (09987.HK)│1% BEKE-W (02423.HK)│1% CATL (03750.HK)(300750.SZ)│1% Luxshare (002475.SZ)│1% Mindray (300760.SZ)│1% SUNNY OPTICAL (02382.HK)│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. List of relevant Hong Kong stocks and portfolio weights: Shares│Recommended portfolio weights in Asia (ex-Japan) AIA (01299.HK)│2.5% HKEX (00388.HK)│1.7% AAStocks Financial News |
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