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<Research>Jefferies Expects CN A-shr Mkt Returns to Be Driven by Earnings Growth; New Additions SYTECH/ HIMILE SCIENCE & TECHNOLOGY/ Others
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Last year, the performance of China and the China A-share market was solid, Jefferies published a research report saying. Overall, the market focused on AI, technology and materials sectors, while domestic consumption-related sectors showed weakness, leading to significant divergence in returns and generating larger excess returns. Growth stocks in China's A-share market performed well. Although PE ratio expansion was the main driver of 2025 returns, it is predicted that this year's returns will be more driven by earnings growth. The broker maintained a barbell strategy for reasonable price growth stocks and sustainable yield stocks while updating its investment portfolio. New additions include SYTECH (600183.SH), HIMILE SCIENCE & TECHNOLOGY (002595.SZ), ASIA-POTASH (000893.SZ), Atour Lifestyle (ATAT.US), SANY HEAVY INDUS (600031.SH) and COSCO SHIP PORT (01199.HK). Removed targets include POP MART (09992.HK), Tencent Music Entertainment Group (TME.US), WUXI XDC (02268.HK), SUNNY OPTICAL (02382.HK), ZHEJIANGEXPRESS (00576.HK) and GUANGSHEN RAIL (00525.HK). AASTOCKS Financial News Website: www.aastocks.com |
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