bullish
China & HK Strategy: Names to Watch for Market Value Management
182 Views21 Nov 2024 07:30
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B of below 1x and are centrally-owned SOEs.
What is covered in the Full Insight:
- Introduction to CSRC Guidelines
- Impact on H-share and A-share Valuations
- Sector Analysis: Banking and Infrastructure
- List of Stocks with Discounted Valuations
- Conclusion and Outlook
SUMMARY
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Full Insight
(Paid Plans Only, 4-minute read)
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Rising
Osbert Tang, CFA
HK/China Equity Long-Short
x