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<Outlook>HSBC Research, CMBI Top Picks for HK Stocks (Table)
Recommend
31
Positive
46
Negative
12
HSBC Global Research issued a research report in late November outlining 2026 thematic investment theme stocks (H-shares only):

Stock
HARBIN ELECTRIC (01133.HK)
HORIZONROBOT-W (09660.HK)
GOLDWIND (02208.HK)
TRIP.COM-S (09961.HK)
BOC HONG KONG (02388.HK)
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CMBI released its 2026 strategy report in mid-December listing its top picks:

TENCENT (00700.HK)
Alibaba Group Holding (BABA.US)
KUAISHOU-W (01024.HK)
ZHONGJI INNOLIGHT (300308.SZ)
SYTECH (600183.SH)
NAURA (002371.SZ)
BATELAB (02149.HK)
LUXSHARE PRECISION (002475.SZ)
FIT HON TENG (06088.HK)
AAC TECH (02018.HK)
CR BEVERAGE (02460.HK)
GUOQUAN (02517.HK)
Luckin Coffee (LKNCY.US)
GEELY AUTO (00175.HK)
ZENERGY (03677.HK)
3SBIO (01530.HK)
GUSHENGTANG (02273.HK)
ZOOMLION (01157.HK)
WEICHAI POWER (02338.HK)
PING AN (02318.HK)
CHINA LIFE (02628.HK)
AIA (01299.HK)
PICC P&C (02328.HK)
CHINA RES MIXC (01209.HK)

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