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<Research>DBS Lists Top-down Screening for SOEs under New KPIs (Table)
Recommend
101
Positive
169
Negative
69
DBS released its Hong Kong stock outlook report for 2H. Number one is to actively seek opportunities to accumulate quality stocks in sectors such as dotcoms and technology hardware, especially those that can gain market share and increase shareholder value. Number two is to continue to hold high-yielding state-owned enterprise (SOE) stocks.

The broker came up with the top-down screening for SOEs under new KPIs:

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Shares
CNBM (03323.HK)
CHINA RES LAND (01109.HK)
PSBC (01658.HK)
CHINA RAILWAY (00390.HK)
BOC HONG KONG (02388.HK)
CHINA COMM CONS (01800.HK)
CCB (00939.HK)
CHINA UNICOM (00762.HK)
COSCO HITE (600428.SH)
ABC (01288.HK)
CITIC BANK (00998.HK)
CHINA INDUSTRY (601989.SH)
CHINA MOBILE (00941.HK)
SINOPEC CORP (00386.HK)
CHINA TELECOM (00728.HK)
HUANENG POWER (00902.HK)
Sinopec (600028.SH)
CNOOC (00883.HK)
COSCO SHIP ENGY (01138.HK)
PETROCHINA (00857.HK)
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